Revolve Wealth Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,150	Closed	-$208K	–	237
2025 Q4	$208K	Sell	2,150 -28	-1%	-$2.7K	0.02%	218
2025 Q3	$209K	Sell	2,178 -37	-2%	-$3.49K	0.03%	221
2025 Q2	$202K	Buy	+2,215	New	+$190K	0.03%	221
2025 Q1	–	Sell	-2,291	Closed	-$208K	–	234
2024 Q4	$208K	Hold	2,291	–	–	0.03%	208
2024 Q3	$211K	Sell	2,291 -24	-1%	-$2.15K	0.03%	189
2024 Q2	$204K	Sell	2,315 -101	-4%	-$8.93K	0.03%	177
2024 Q1	$220K	Sell	2,416 -193	-7%	-$16.1K	0.04%	166
2023 Q4	$207K	Sell	2,609 -220	-8%	-$16.1K	0.04%	157
2023 Q3	$204K	Buy	+2,829	New	+$213K	0.05%	144
2022 Q2	–	Sell	-3,080	Closed	-$238K	–	148
2022 Q1	$238K	Sell	3,080 -168	-5%	-$13K	0.07%	125
2021 Q4	$277K	Buy	+3,248	New	+$272K	0.08%	112