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 |
|