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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Hold |
5,408
| – | – | 0.02% | 364 |
|
|
2025
Q1 | $450K | Sell |
5,408
-19
| -0.4% | -$1.58K | 0.02% | 374 |
|
|
2024
Q4 | $493K | Sell |
5,427
-390
| -7% | -$35.5K | 0.02% | 359 |
|
|
2024
Q3 | $535K | Buy |
5,817
+1,074
| +23% | +$98.7K | 0.02% | 398 |
|
|
2024
Q2 | $418K | Buy |
4,743
+157
| +3% | +$13.8K | 0.02% | 352 |
|
|
2024
Q1 | $418K | Hold |
4,586
| – | – | 0.02% | 367 |
|
|
2023
Q4 | $363K | Sell |
4,586
-996
| -18% | -$78.9K | 0.02% | 350 |
|
|
2023
Q3 | $405K | Sell |
5,582
-335
| -6% | -$24.3K | 0.03% | 336 |
|
|
2023
Q2 | $444K | Sell |
5,917
-32
| -0.5% | -$2.4K | 0.03% | 296 |
|
|
2023
Q1 | $425K | Sell |
5,949
-404
| -6% | -$28.9K | 0.03% | 310 |
|
|
2022
Q4 | $434K | Sell |
6,353
-1,934
| -23% | -$132K | 0.04% | 278 |
|
|
2022
Q3 | $522K | Sell |
8,287
-1,075
| -11% | -$67.7K | 0.05% | 213 |
|
|
2022
Q2 | $596K | Sell |
9,362
-5,884
| -39% | -$375K | 0.06% | 218 |
|
|
2022
Q1 | $1.18M | Buy |
15,246
+2,407
| +19% | +$186K | 0.1% | 162 |
|
|
2021
Q4 | $1.09M | Buy |
+12,839
| New | +$1.09M | 0.09% | 171 |
|