Relaxing Retirement Coach’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $291K | Hold |
3,880
| – | – | 0.09% | 61 |
|
|
2023
Q1 | $277K | Hold |
3,880
| – | – | 0.09% | 55 |
|
|
2022
Q4 | $265K | Hold |
3,880
| – | – | 0.1% | 57 |
|
|
2022
Q3 | $244K | Hold |
3,880
| – | – | 0.12% | 48 |
|
|
2022
Q2 | $247K | Hold |
3,880
| – | – | 0.12% | 49 |
|
|
2022
Q1 | $300K | Hold |
3,880
| – | – | 0.15% | 42 |
|
|
2021
Q4 | $331K | Hold |
3,880
| – | – | 0.19% | 42 |
|
|
2021
Q3 | $307K | Hold |
3,880
| – | – | 0.25% | 40 |
|
|
2021
Q2 | $314K | Hold |
3,880
| – | – | 0.27% | 40 |
|
|
2021
Q1 | $304K | Hold |
3,880
| – | – | 0.35% | 39 |
|
|
2020
Q4 | $280K | Sell |
3,880
-3,880
| -50% | -$280K | 0.31% | 42 |
|
|
2020
Q3 | $466K | Buy |
7,760
+3,360
| +76% | +$202K | 0.2% | 44 |
|
|
2020
Q2 | $246K | Sell |
4,400
-516
| -10% | -$28.8K | 0.17% | 43 |
|
|
2020
Q1 | $219K | Hold |
4,916
| – | – | 0.13% | 45 |
|
|
2019
Q4 | $292K | Sell |
4,916
-84
| -2% | -$4.99K | 0.09% | 47 |
|
|
2019
Q3 | $280K | Sell |
5,000
-88
| -2% | -$4.93K | 0.09% | 47 |
|
|
2019
Q2 | $288K | Hold |
5,088
| – | – | 0.09% | 47 |
|
|
2019
Q1 | $278K | Hold |
5,088
| – | – | 0.09% | 48 |
|
|
2018
Q4 | $243K | Hold |
5,088
| – | – | 0.08% | 48 |
|
|
2018
Q3 | $295K | Hold |
5,088
| – | – | 0.09% | 48 |
|
|
2018
Q2 | $286K | Hold |
5,088
| – | – | 0.09% | 46 |
|
|
2018
Q1 | $278K | Sell |
5,088
-792
| -13% | -$43.3K | 0.09% | 51 |
|
|
2017
Q4 | $317K | Buy |
+5,880
| New | +$317K | 0.1% | 48 |
|