SWA
Strategies Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
2,416
| – | – | 0.02% | 170 |
|
|
2025
Q1 | $201K | Hold |
2,416
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $227K | Hold |
2,416
| – | – | 0.03% | 117 |
|
|
2024
Q3 | $222K | Hold |
2,416
| – | – | 0.03% | 85 |
|
|
2024
Q2 | $213K | Hold |
2,416
| – | – | 0.03% | 84 |
|
|
2024
Q1 | $220K | Buy |
+2,416
| New | +$220K | 0.03% | 90 |
|
|
2022
Q1 | – | Sell |
-2,440
| Closed | -$208K | – | 87 |
|
|
2021
Q4 | $208K | Buy |
+2,440
| New | +$208K | 0.06% | 78 |
|