Summit Investment Advisory Services’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
Q1 | – | Sell |
-2,246
| Closed | -$204K | – | 70 |
|
|
2024
Q4 | $204K | Buy |
2,246
+3
| +0.1% | +$273 | 0.11% | 68 |
|
|
2024
Q3 | $206K | Buy |
+2,243
| New | +$206K | 0.11% | 66 |
|
|
2024
Q2 | – | Sell |
-2,282
| Closed | -$208K | – | 64 |
|
|
2024
Q1 | $208K | Buy |
+2,282
| New | +$208K | 0.12% | 62 |
|
|
2023
Q3 | – | Sell |
-3,402
| Closed | -$255K | – | 56 |
|
|
2023
Q2 | $255K | Buy |
3,402
+3
| +0.1% | +$225 | 0.17% | 45 |
|
|
2023
Q1 | $243K | Buy |
3,399
+3
| +0.1% | +$215 | 0.17% | 44 |
|
|
2022
Q4 | $232K | Buy |
+3,396
| New | +$232K | 0.28% | 43 |
|