Soltis 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
Q2 | $3.57M | Buy |
39,285
+2,866
| +8% | +$261K | 0.28% | 85 |
|
|
2025
Q1 | $3.03M | Buy |
36,419
+3,378
| +10% | +$281K | 0.27% | 94 |
|
|
2024
Q4 | $3M | Sell |
33,041
-4,342
| -12% | -$395K | 0.28% | 99 |
|
|
2024
Q3 | $3.44M | Buy |
37,383
+4,421
| +13% | +$406K | 0.34% | 88 |
|
|
2024
Q2 | $2.9M | Buy |
32,962
+323
| +1% | +$28.5K | 0.31% | 91 |
|
|
2024
Q1 | $2.98M | Buy |
32,639
+1,606
| +5% | +$147K | 0.33% | 96 |
|
|
2023
Q4 | $2.46M | Buy |
31,033
+1,317
| +4% | +$104K | 0.28% | 98 |
|
|
2023
Q3 | $2.15M | Buy |
29,716
+1,622
| +6% | +$117K | 0.28% | 98 |
|
|
2023
Q2 | $2.11M | Buy |
28,094
+249
| +0.9% | +$18.7K | 0.24% | 103 |
|
|
2023
Q1 | $1.99M | Sell |
27,845
-963
| -3% | -$68.9K | 0.25% | 108 |
|
|
2022
Q4 | $1.97M | Buy |
28,808
+823
| +3% | +$56.2K | 0.26% | 102 |
|
|
2022
Q3 | $1.76M | Buy |
27,985
+263
| +0.9% | +$16.6K | 0.27% | 92 |
|
|
2022
Q2 | $1.77M | Sell |
27,722
-8,367
| -23% | -$533K | 0.26% | 97 |
|
|
2022
Q1 | $2.79M | Buy |
36,089
+1,408
| +4% | +$109K | 0.39% | 63 |
|
|
2021
Q4 | $2.96M | Buy |
34,681
+660
| +2% | +$56.3K | 0.42% | 49 |
|
|
2021
Q3 | $2.69M | Buy |
34,021
+284
| +0.8% | +$22.5K | 0.42% | 49 |
|
|
2021
Q2 | $2.73M | Buy |
33,737
+11,731
| +53% | +$949K | 0.43% | 43 |
|
|
2021
Q1 | $1.73M | Buy |
22,006
+10,562
| +92% | +$828K | 0.31% | 65 |
|
|
2020
Q4 | $826K | Buy |
11,444
+1,288
| +13% | +$93K | 0.15% | 108 |
|
|
2020
Q3 | $607K | Buy |
10,156
+4,552
| +81% | +$272K | 0.14% | 117 |
|
|
2020
Q2 | $314K | Sell |
5,604
-1,224
| -18% | -$68.6K | 0.08% | 150 |
|
|
2020
Q1 | $305K | Buy |
+6,828
| New | +$305K | 0.09% | 118 |
|