Sheaff Brock Investment 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
Q1 | $369K | Hold |
4,427
| – | – | 0.03% | 304 |
|
|
2024
Q4 | $403K | Hold |
4,427
| – | – | 0.04% | 290 |
|
|
2024
Q3 | $407K | Sell |
4,427
-62
| -1% | -$5.7K | 0.04% | 286 |
|
|
2024
Q2 | $396K | Hold |
4,489
| – | – | 0.04% | 279 |
|
|
2024
Q1 | $410K | Hold |
4,489
| – | – | 0.03% | 306 |
|
|
2023
Q4 | $356K | Buy |
4,489
+25
| +0.6% | +$1.98K | 0.03% | 319 |
|
|
2023
Q3 | $322K | Hold |
4,464
| – | – | 0.03% | 310 |
|
|
2023
Q2 | $335K | Hold |
4,464
| – | – | 0.03% | 321 |
|
|
2023
Q1 | $319K | Hold |
4,464
| – | – | 0.03% | 324 |
|
|
2022
Q4 | $305K | Hold |
4,464
| – | – | 0.03% | 331 |
|
|
2022
Q3 | $281K | Hold |
4,464
| – | – | 0.03% | 341 |
|
|
2022
Q2 | $284K | Hold |
4,464
| – | – | 0.02% | 349 |
|
|
2022
Q1 | $345K | Hold |
4,464
| – | – | 0.02% | 333 |
|
|
2021
Q4 | $381K | Sell |
4,464
-1,060
| -19% | -$90.5K | 0.03% | 324 |
|
|
2021
Q3 | $437K | Hold |
5,524
| – | – | 0.03% | 288 |
|
|
2021
Q2 | $447K | Hold |
5,524
| – | – | 0.03% | 282 |
|
|
2021
Q1 | $433K | Hold |
5,524
| – | – | 0.03% | 276 |
|
|
2020
Q4 | $399K | Hold |
5,524
| – | – | 0.03% | 272 |
|
|
2020
Q3 | $330K | Sell |
5,524
-160
| -3% | -$9.56K | 0.03% | 282 |
|
|
2020
Q2 | $318K | Hold |
5,684
| – | – | 0.03% | 288 |
|
|
2020
Q1 | $254K | Buy |
+5,684
| New | +$254K | 0.03% | 290 |
|
|
2017
Q2 | – | Sell |
-4,340
| Closed | -$207K | – | 627 |
|
|
2017
Q1 | $207K | Sell |
4,340
-512
| -11% | -$24.4K | 0.03% | 497 |
|
|
2016
Q4 | $221K | Buy |
+4,852
| New | +$221K | 0.03% | 490 |
|
|
2016
Q1 | – | Sell |
-8,288
| Closed | -$334K | – | 656 |
|
|
2015
Q4 | $334K | Buy |
+8,288
| New | +$334K | 0.04% | 383 |
|