Spire Wealth Management’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 | $2.48M | Buy |
27,217
+1,488
| +6% | +$135K | 0.09% | 190 |
|
|
2025
Q1 | $2.14M | Sell |
25,729
-626
| -2% | -$52.1K | 0.07% | 253 |
|
|
2024
Q4 | $2.4M | Buy |
26,355
+42
| +0.2% | +$3.82K | 0.07% | 225 |
|
|
2024
Q3 | $2.42M | Sell |
26,313
-638
| -2% | -$58.7K | 0.08% | 201 |
|
|
2024
Q2 | $2.37M | Sell |
26,951
-442
| -2% | -$38.9K | 0.08% | 211 |
|
|
2024
Q1 | $2.5M | Buy |
27,393
+285
| +1% | +$26K | 0.05% | 219 |
|
|
2023
Q4 | $2.14M | Sell |
27,108
-2,482
| -8% | -$196K | 0.07% | 226 |
|
|
2023
Q3 | $2.14M | Sell |
29,590
-764
| -3% | -$55.2K | 0.08% | 213 |
|
|
2023
Q2 | $2.28M | Buy |
30,354
+11
| +0% | +$825 | 0.08% | 219 |
|
|
2023
Q1 | $2.17M | Buy |
30,343
+6,149
| +25% | +$440K | 0.08% | 216 |
|
|
2022
Q4 | $1.65M | Buy |
24,194
+4,373
| +22% | +$299K | 0.09% | 173 |
|
|
2022
Q3 | $1.25M | Buy |
19,821
+1,357
| +7% | +$85.5K | 0.08% | 180 |
|
|
2022
Q2 | $1.18M | Buy |
18,464
+4,161
| +29% | +$265K | 0.05% | 296 |
|
|
2022
Q1 | $1.11M | Buy |
14,303
+422
| +3% | +$32.7K | 0.03% | 368 |
|
|
2021
Q4 | $1.18M | Buy |
13,881
+932
| +7% | +$79.5K | 0.03% | 422 |
|
|
2021
Q3 | $1.03M | Sell |
12,949
-2,051
| -14% | -$163K | 0.03% | 405 |
|
|
2021
Q2 | $1.21M | Sell |
15,000
-1,028
| -6% | -$83.2K | 0.03% | 376 |
|
|
2021
Q1 | $1.26M | Buy |
+16,028
| New | +$1.26M | 0.03% | 383 |
|