Sequoia Financial Advisors’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
$381K Buy
4,190
+787
+23% +$71.6K ﹤0.01% 1130
2025
Q1
$283K Buy
3,403
+630
+23% +$52.5K ﹤0.01% 1080
2024
Q4
$252K Buy
2,773
+79
+3% +$7.18K ﹤0.01% 1096
2024
Q3
$248K Buy
+2,694
New +$248K ﹤0.01% 1060
2021
Q3
Sell
-2,478
Closed -$201K 346
2021
Q2
$201K Buy
+2,478
New +$201K 0.01% 451