Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.58M | Buy |
28,269
+23,721
| +522% | +$2.16M | 0.28% | 39 |
|
|
2023
Q4 | $360K | Hold |
4,548
| – | – | 0.05% | 59 |
|
|
2023
Q3 | $330K | Hold |
4,548
| – | – | 0.05% | 52 |
|
|
2023
Q2 | $341K | Hold |
4,548
| – | – | 0.05% | 52 |
|
|
2023
Q1 | $319K | Hold |
4,548
| – | – | 0.05% | 50 |
|
|
2022
Q4 | $310K | Buy |
4,548
+318
| +8% | +$21.7K | 0.07% | 44 |
|
|
2022
Q3 | $267K | Hold |
4,230
| – | – | 0.06% | 48 |
|
|
2022
Q2 | $270K | Buy |
4,230
+471
| +13% | +$30.1K | 0.06% | 49 |
|
|
2022
Q1 | $290K | Hold |
3,759
| – | – | 0.06% | 51 |
|
|
2021
Q4 | $320K | Sell |
3,759
-3
| -0.1% | -$255 | 0.06% | 56 |
|
|
2021
Q3 | $298K | Buy |
+3,762
| New | +$298K | 0.06% | 57 |
|
|
2021
Q1 | $409K | Sell |
5,216
-92
| -2% | -$7.21K | 0.08% | 44 |
|
|
2020
Q4 | $383K | Hold |
5,308
| – | – | 0.08% | 44 |
|
|
2020
Q3 | $317K | Sell |
5,308
-40
| -0.7% | -$2.39K | 0.08% | 50 |
|
|
2020
Q2 | $300K | Sell |
5,348
-484
| -8% | -$27.2K | 0.08% | 50 |
|
|
2020
Q1 | $260K | Sell |
5,832
-740
| -11% | -$33K | 0.08% | 49 |
|
|
2019
Q4 | $391K | Buy |
6,572
+660
| +11% | +$39.3K | 0.09% | 44 |
|
|
2019
Q3 | $331K | Hold |
5,912
| – | – | 0.09% | 28 |
|
|
2019
Q2 | $334K | Buy |
5,912
+632
| +12% | +$35.7K | 0.1% | 28 |
|
|
2019
Q1 | $289K | Sell |
5,280
-240
| -4% | -$13.1K | 0.09% | 28 |
|
|
2018
Q4 | $264K | Buy |
5,520
+5,400
| +4,500% | +$258K | 0.1% | 23 |
|
|
2018
Q3 | $6.99K | Hold |
120
| – | – | 0.15% | 20 |
|
|
2018
Q2 | $6.74K | Hold |
120
| – | – | 0.13% | 37 |
|
|
2018
Q1 | $6.56K | Buy |
+120
| New | +$6.56K | 0.51% | 30 |
|