SFMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-17,800
| Closed | -$699K | – | 93 |
|
|
2014
Q2 | $699K | Sell |
17,800
-659,520
| -97% | -$25.9M | 0.24% | 32 |
|
|
2014
Q1 | $25.9M | Buy |
677,320
+6,800
| +1% | +$260K | 8.72% | 5 |
|
|
2013
Q4 | $25.2M | Buy |
670,520
+42,320
| +7% | +$1.59M | 8.65% | 5 |
|
|
2013
Q3 | $21.8M | Buy |
628,200
+22,632
| +4% | +$787K | 8.76% | 5 |
|
|
2013
Q2 | $19.5M | Buy |
+605,568
| New | +$19.5M | 7.79% | 5 |
|