SHJ
Sharkey, Howes & Javer’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Hold |
5,103
| – | – | 0.09% | 100 |
|
|
2025
Q1 | $600K | Hold |
5,103
| – | – | 0.09% | 101 |
|
|
2024
Q4 | $647K | Hold |
5,103
| – | – | 0.09% | 100 |
|
|
2024
Q3 | $599K | Sell |
5,103
-339
| -6% | -$39.8K | 0.09% | 95 |
|
|
2024
Q2 | $601K | Hold |
5,442
| – | – | 0.1% | 80 |
|
|
2024
Q1 | $621K | Hold |
5,442
| – | – | 0.1% | 82 |
|
|
2023
Q4 | $568K | Hold |
5,442
| – | – | 0.1% | 78 |
|
|
2023
Q3 | $497K | Hold |
5,442
| – | – | 0.1% | 81 |
|
|
2023
Q2 | $526K | Hold |
5,442
| – | – | 0.1% | 71 |
|
|
2023
Q1 | $496K | Hold |
5,442
| – | – | 0.11% | 70 |
|
|
2022
Q4 | $455K | Sell |
5,442
-1,379
| -20% | -$115K | 0.1% | 72 |
|
|
2022
Q3 | $535K | Hold |
6,821
| – | – | 0.12% | 73 |
|
|
2022
Q2 | $540K | Sell |
6,821
-553
| -7% | -$43.8K | 0.13% | 59 |
|
|
2022
Q1 | $741K | Buy |
7,374
+2
| +0% | +$201 | 0.17% | 50 |
|
|
2021
Q4 | $849K | Buy |
7,372
+4
| +0.1% | +$461 | 0.19% | 50 |
|
|
2021
Q3 | $826K | Hold |
7,368
| – | – | 0.21% | 48 |
|
|
2021
Q2 | $834K | Sell |
7,368
-368
| -5% | -$41.7K | 0.22% | 45 |
|
|
2021
Q1 | $790K | Buy |
7,736
+182
| +2% | +$18.6K | 0.25% | 44 |
|
|
2020
Q4 | $775K | Buy |
7,554
+3,778
| +100% | +$388K | 0.26% | 42 |
|
|
2020
Q3 | $653K | Buy |
3,776
+1
| +0% | +$173 | 0.25% | 45 |
|
|
2020
Q2 | $597K | Buy |
3,775
+3
| +0.1% | +$474 | 0.26% | 45 |
|
|
2020
Q1 | $459K | Hold |
3,772
| – | – | 0.24% | 44 |
|
|
2019
Q4 | $576K | Buy |
3,772
+1,051
| +39% | +$160K | 0.24% | 42 |
|
|
2019
Q3 | $385K | Buy |
+2,721
| New | +$385K | 0.17% | 44 |
|
|
2015
Q2 | – | Sell |
-2,400
| Closed | -$235K | – | 227 |
|
|
2015
Q1 | $235K | Buy |
+2,400
| New | +$235K | 0.15% | 33 |
|