River Wealth Advisors’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 | $1.43M | Sell |
15,714
-91
| -0.6% | -$8.28K | 0.18% | 97 |
|
|
2025
Q1 | $1.32M | Sell |
15,805
-351
| -2% | -$29.2K | 0.18% | 92 |
|
|
2024
Q4 | $1.47M | Hold |
16,156
| – | – | 0.19% | 95 |
|
|
2024
Q3 | $1.49M | Buy |
16,156
+8
| +0% | +$735 | 0.2% | 99 |
|
|
2024
Q2 | $1.42M | Sell |
16,148
-372
| -2% | -$32.8K | 0.2% | 95 |
|
|
2024
Q1 | $1.51M | Sell |
16,520
-261
| -2% | -$23.8K | 0.22% | 96 |
|
|
2023
Q4 | $1.33M | Buy |
16,781
+2,663
| +19% | +$211K | 0.21% | 98 |
|
|
2023
Q3 | $1.02M | Buy |
14,118
+110
| +0.8% | +$7.95K | 0.18% | 111 |
|
|
2023
Q2 | $1.05M | Hold |
14,008
| – | – | 0.18% | 113 |
|
|
2023
Q1 | $1M | Sell |
14,008
-5,081
| -27% | -$363K | 0.18% | 113 |
|
|
2022
Q4 | $1.3M | Sell |
19,089
-263
| -1% | -$18K | 0.25% | 94 |
|
|
2022
Q3 | $1.22M | Buy |
19,352
+3,690
| +24% | +$233K | 0.26% | 90 |
|
|
2022
Q2 | $998K | Hold |
15,662
| – | – | 0.18% | 116 |
|
|
2022
Q1 | $1.21M | Sell |
15,662
-208
| -1% | -$16.1K | 0.19% | 107 |
|
|
2021
Q4 | $1.35M | Sell |
15,870
-246
| -2% | -$21K | 0.21% | 101 |
|
|
2021
Q3 | $1.28M | Sell |
16,116
-555
| -3% | -$43.9K | 0.22% | 97 |
|
|
2021
Q2 | $1.35M | Buy |
16,671
+123
| +0.7% | +$9.95K | 0.24% | 95 |
|
|
2021
Q1 | $1.3M | Buy |
16,548
+193
| +1% | +$15.1K | 0.24% | 95 |
|
|
2020
Q4 | $1.18M | Sell |
16,355
-7,185
| -31% | -$519K | 0.26% | 95 |
|
|
2020
Q3 | $1.41M | Buy |
23,540
+5,080
| +28% | +$304K | 0.37% | 72 |
|
|
2020
Q2 | $1.03M | Buy |
18,460
+12,532
| +211% | +$702K | 0.31% | 86 |
|
|
2020
Q1 | $264K | Sell |
5,928
-356
| -6% | -$15.9K | 0.11% | 138 |
|
|
2019
Q4 | $374K | Buy |
+6,284
| New | +$374K | 0.13% | 132 |
|
|
2019
Q1 | – | Sell |
-1,432
| Closed | -$68K | – | 315 |
|
|
2018
Q4 | $68K | Hold |
1,432
| – | – | 0.03% | 216 |
|
|
2018
Q3 | $83K | Hold |
1,432
| – | – | 0.03% | 221 |
|
|
2018
Q2 | $80K | Buy |
+1,432
| New | +$80K | 0.03% | 223 |
|