Ritholtz Wealth Management’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 | $255K | Buy |
+2,804
| New | +$255K | 0.01% | 846 |
|
|
2024
Q3 | – | Sell |
-2,372
| Closed | -$209K | – | 887 |
|
|
2024
Q2 | $209K | Sell |
2,372
-1,833
| -44% | -$162K | 0.01% | 754 |
|
|
2024
Q1 | $384K | Hold |
4,205
| – | – | 0.01% | 580 |
|
|
2023
Q4 | $333K | Sell |
4,205
-55
| -1% | -$4.36K | 0.01% | 577 |
|
|
2023
Q3 | $308K | Hold |
4,260
| – | – | 0.01% | 542 |
|
|
2023
Q2 | $320K | Hold |
4,260
| – | – | 0.01% | 527 |
|
|
2023
Q1 | $305K | Sell |
4,260
-476
| -10% | -$34K | 0.02% | 516 |
|
|
2022
Q4 | $323K | Sell |
4,736
-125
| -3% | -$8.54K | 0.02% | 446 |
|
|
2022
Q3 | $306K | Sell |
4,861
-1,695
| -26% | -$107K | 0.02% | 530 |
|
|
2022
Q2 | $418K | Hold |
6,556
| – | – | 0.03% | 354 |
|
|
2022
Q1 | $507K | Sell |
6,556
-160
| -2% | -$12.4K | 0.03% | 308 |
|
|
2021
Q4 | $573K | Hold |
6,716
| – | – | 0.04% | 271 |
|
|
2021
Q3 | $532K | Hold |
6,716
| – | – | 0.04% | 256 |
|
|
2021
Q2 | $544K | Hold |
6,716
| – | – | 0.04% | 238 |
|
|
2021
Q1 | $526K | Hold |
6,716
| – | – | 0.04% | 200 |
|
|
2020
Q4 | $485K | Sell |
6,716
-400
| -6% | -$28.9K | 0.05% | 171 |
|
|
2020
Q3 | $426K | Sell |
7,116
-3,236
| -31% | -$194K | 0.05% | 156 |
|
|
2020
Q2 | $580K | Buy |
+10,352
| New | +$580K | 0.07% | 101 |
|