SOA Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.11M | Sell |
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|
2025
Q2 | $8.94M | Sell |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $10.5M | Buy |
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|
2024
Q1 | $10.9M | Sell |
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|
2023
Q4 | $9.63M | Sell |
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|
2023
Q3 | $9.42M | Sell |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $7.96M | Buy |
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|
2022
Q4 | $7.41M | Buy |
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|
2022
Q3 | $6.04M | Buy |
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|
2022
Q2 | $5.29M | Buy |
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|
2022
Q1 | $5.49M | Buy |
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|
2021
Q4 | $6.01M | Buy |
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|
2021
Q3 | $4.65M | Buy |
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|
2021
Q2 | $3.35M | Sell |
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|
2021
Q1 | $3.61M | Sell |
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|
2020
Q4 | $3.67M | Buy |
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