Sowell Financial Services’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 | $445K | Buy |
4,886
+5
| +0.1% | +$455 | 0.02% | 645 |
|
|
2025
Q1 | $406K | Buy |
+4,881
| New | +$406K | 0.02% | 649 |
|
|
2021
Q2 | – | Sell |
-5,850
| Closed | -$471K | – | 1562 |
|
|
2021
Q1 | $471K | Sell |
5,850
-303
| -5% | -$24.4K | 0.02% | 664 |
|
|
2020
Q4 | $444K | Buy |
6,153
+245
| +4% | +$17.7K | 0.02% | 555 |
|
|
2020
Q3 | $353K | Sell |
5,908
-44
| -0.7% | -$2.63K | 0.02% | 561 |
|
|
2020
Q2 | $333K | Sell |
5,952
-64
| -1% | -$3.58K | 0.02% | 561 |
|
|
2020
Q1 | $268K | Sell |
6,016
-364
| -6% | -$16.2K | 0.02% | 578 |
|
|
2019
Q4 | $380K | Sell |
6,380
-1,900
| -23% | -$113K | 0.03% | 527 |
|
|
2019
Q3 | $463K | Buy |
+8,280
| New | +$463K | 0.04% | 437 |
|
|
2019
Q1 | $448K | Buy |
8,172
+628
| +8% | +$34.4K | 0.05% | 360 |
|
|
2018
Q4 | $361K | Buy |
+7,544
| New | +$361K | 0.05% | 340 |
|