Summit Financial Strategies’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
2023 Q4	–	Sell	-2,873	Closed	-$208K	–	146
2023 Q3	$208K	Sell	2,873 -214	-7%	-$15.5K	0.04%	120
2023 Q2	$232K	Buy	+3,087	New	+$232K	0.04%	110