RKL 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 | $953K | Sell |
10,470
-4,754
| -31% | -$433K | 0.08% | 95 |
|
|
2025
Q1 | $1.27M | Buy |
15,224
+8
| +0.1% | +$666 | 0.12% | 86 |
|
|
2024
Q4 | $1.38M | Buy |
15,216
+3,032
| +25% | +$276K | 0.12% | 80 |
|
|
2024
Q3 | $1.12M | Sell |
12,184
-89
| -0.7% | -$8.18K | 0.1% | 81 |
|
|
2024
Q2 | $1.08M | Buy |
12,273
+301
| +3% | +$26.5K | 0.1% | 80 |
|
|
2024
Q1 | $1.09M | Buy |
11,972
+16
| +0.1% | +$1.46K | 0.11% | 79 |
|
|
2023
Q4 | $947K | Sell |
11,956
-174
| -1% | -$13.8K | 0.1% | 84 |
|
|
2023
Q3 | $876K | Sell |
12,130
-1,108
| -8% | -$80K | 0.11% | 82 |
|
|
2023
Q2 | $993K | Sell |
13,238
-251
| -2% | -$18.8K | 0.12% | 79 |
|
|
2023
Q1 | $965K | Buy |
13,489
+30
| +0.2% | +$2.15K | 0.12% | 80 |
|
|
2022
Q4 | $919K | Buy |
13,459
+71
| +0.5% | +$4.85K | 0.12% | 81 |
|
|
2022
Q3 | $844K | Sell |
13,388
-107
| -0.8% | -$6.75K | 0.12% | 81 |
|
|
2022
Q2 | $860K | Sell |
13,495
-2,327
| -15% | -$148K | 0.12% | 83 |
|
|
2022
Q1 | $1.22M | Buy |
15,822
+521
| +3% | +$40.3K | 0.15% | 78 |
|
|
2021
Q4 | $1.31M | Buy |
15,301
+41
| +0.3% | +$3.5K | 0.16% | 73 |
|
|
2021
Q3 | $1.21M | Buy |
15,260
+846
| +6% | +$67K | 0.15% | 70 |
|
|
2021
Q2 | $1.17M | Buy |
14,414
+452
| +3% | +$36.6K | 0.15% | 76 |
|
|
2021
Q1 | $1.09M | Buy |
13,962
+439
| +3% | +$34.4K | 0.15% | 76 |
|
|
2020
Q4 | $977K | Buy |
13,523
+4,163
| +44% | +$301K | 0.14% | 79 |
|
|
2020
Q3 | $560K | Buy |
9,360
+12
| +0.1% | +$718 | 0.09% | 86 |
|
|
2020
Q2 | $523K | Buy |
+9,348
| New | +$523K | 0.09% | 87 |
|