SageView Advisory Group’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 | $860K | Sell |
9,107
-228
| -2% | -$21.5K | 0.03% | 264 |
|
|
2025
Q1 | $777K | Sell |
9,335
-146
| -2% | -$12.2K | 0.03% | 263 |
|
|
2024
Q4 | $862K | Buy |
9,481
+614
| +7% | +$55.8K | 0.04% | 243 |
|
|
2024
Q3 | $815K | Sell |
8,867
-587
| -6% | -$54K | 0.04% | 226 |
|
|
2024
Q2 | $833K | Buy |
+9,454
| New | +$833K | 0.04% | 250 |
|
|
2024
Q1 | – | Sell |
-9,658
| Closed | -$774K | – | 635 |
|
|
2023
Q4 | $774K | Buy |
9,658
+381
| +4% | +$30.5K | 0.03% | 301 |
|
|
2023
Q3 | $670K | Sell |
9,277
-187
| -2% | -$13.5K | 0.04% | 277 |
|
|
2023
Q2 | $710K | Sell |
9,464
-410
| -4% | -$30.7K | 0.04% | 283 |
|
|
2023
Q1 | $706K | Buy |
9,874
+537
| +6% | +$38.4K | 0.05% | 260 |
|
|
2022
Q4 | $638K | Buy |
+9,337
| New | +$638K | 0.05% | 211 |
|