Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Hold |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $493K | Sell |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $418K | Buy |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $425K | Sell |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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