Schneider Downs Wealth Management Advisors’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 | $951K | Buy |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $494K | Hold |
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|
2024
Q3 | $499K | Hold |
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|
2024
Q2 | $479K | Hold |
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|
2024
Q1 | $496K | Hold |
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|
2023
Q4 | $430K | Hold |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $403K | Buy |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $430K | Hold |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $392K | Hold |
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|
2020
Q3 | $325K | Hold |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $308K | Hold |
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|
2019
Q2 | $311K | Sell |
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|
2019
Q1 | $305K | Buy |
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|
2018
Q4 | $260K | Buy |
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|
2018
Q3 | $243K | Hold |
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|
2018
Q2 | $234K | Hold |
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|
2018
Q1 | $228K | Hold |
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|
2017
Q4 | $225K | Hold |
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|
2017
Q3 | $211K | Hold |
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|
2017
Q2 | $205K | Buy |
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