Revolve Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+2,215
| New | +$202K | 0.03% | 219 |
|
|
2025
Q1 | – | Sell |
-2,291
| Closed | -$208K | – | 233 |
|
|
2024
Q4 | $208K | Hold |
2,291
| – | – | 0.03% | 206 |
|
|
2024
Q3 | $211K | Sell |
2,291
-24
| -1% | -$2.21K | 0.03% | 187 |
|
|
2024
Q2 | $204K | Sell |
2,315
-101
| -4% | -$8.9K | 0.03% | 175 |
|
|
2024
Q1 | $220K | Sell |
2,416
-193
| -7% | -$17.6K | 0.04% | 164 |
|
|
2023
Q4 | $207K | Sell |
2,609
-220
| -8% | -$17.4K | 0.04% | 154 |
|
|
2023
Q3 | $204K | Buy |
+2,829
| New | +$204K | 0.05% | 141 |
|
|
2022
Q2 | – | Sell |
-3,080
| Closed | -$238K | – | 145 |
|
|
2022
Q1 | $238K | Sell |
3,080
-168
| -5% | -$13K | 0.07% | 125 |
|
|
2021
Q4 | $277K | Buy |
+3,248
| New | +$277K | 0.08% | 112 |
|