Summit Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $392K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $342K | Sell |
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|
2020
Q2 | $353K | Sell |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $368K | Sell |
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|
2019
Q2 | $613K | Buy |
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