SMA
Sage Mountain Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Sell |
725
-999
| -58% | -$90.9K | ﹤0.01% | 453 |
|
|
2025
Q1 | $144K | Hold |
1,724
| – | – | 0.01% | 397 |
|
|
2024
Q4 | $157K | Hold |
1,724
| – | – | 0.01% | 389 |
|
|
2024
Q3 | $158K | Buy |
1,724
+999
| +138% | +$91.8K | 0.01% | 401 |
|
|
2024
Q2 | $63.9K | Hold |
725
| – | – | 0.01% | 378 |
|
|
2024
Q1 | $66.2K | Hold |
725
| – | – | 0.01% | 355 |
|
|
2023
Q4 | $57.4K | Hold |
725
| – | – | 0.01% | 305 |
|
|
2023
Q3 | $52.4K | Hold |
725
| – | – | 0.01% | 304 |
|
|
2023
Q2 | $54.4K | Hold |
725
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $51.8K | Hold |
725
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $49.5K | Buy |
725
+397
| +121% | +$27.1K | 0.01% | 219 |
|
|
2022
Q3 | $21K | Hold |
328
| – | – | 0.01% | 332 |
|
|
2022
Q2 | $21K | Hold |
328
| – | – | ﹤0.01% | 568 |
|
|
2022
Q1 | $25K | Hold |
328
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $28K | Hold |
328
| – | – | ﹤0.01% | 635 |
|
|
2021
Q3 | $26K | Hold |
328
| – | – | ﹤0.01% | 541 |
|
|
2021
Q2 | $27K | Hold |
328
| – | – | ﹤0.01% | 492 |
|
|
2021
Q1 | $26K | Hold |
328
| – | – | 0.01% | 424 |
|
|
2020
Q4 | $24K | Buy |
+328
| New | +$24K | 0.01% | 246 |
|