SVA Wealth Management’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
2020 Q4	$474K	Sell	6,570 -474	-7%	-$34.2K	0.04%	171
2020 Q3	$421K	Sell	7,044 -1,044	-13%	-$62.4K	0.04%	164
2020 Q2	$453K	Sell	8,088 -2,000	-20%	-$112K	0.05%	150
2020 Q1	$450K	Buy	10,088 +84	+0.8%	+$3.75K	0.05%	146
2019 Q4	$596K	Hold	10,004	–	–	0.05%	139
2019 Q3	$560K	Buy	10,004 +400	+4%	+$22.4K	0.05%	141
2019 Q2	$543K	Hold	9,604	–	–	0.05%	144
2019 Q1	$526K	Hold	9,604	–	–	0.05%	149
2018 Q4	$459K	Buy	9,604 +1,148	+14%	+$54.9K	0.05%	155
2018 Q3	$492K	Hold	8,456	–	–	0.05%	158
2018 Q2	$475K	Sell	8,456 -436	-5%	-$24.5K	0.05%	155
2018 Q1	$450K	Hold	8,892	–	–	0.06%	149
2017 Q4	$480K	Hold	8,892	–	–	0.06%	150
2017 Q3	$450K	Hold	8,892	–	–	0.06%	149
2017 Q2	$437K	Hold	8,892	–	–	0.06%	145
2017 Q1	$424K	Hold	8,892	–	–	0.06%	142
2016 Q4	$405K	Hold	8,892	–	–	0.06%	150
2016 Q3	$388K	Hold	8,892	–	–	0.06%	151
2016 Q2	$376K	Hold	8,892	–	–	0.06%	156
2016 Q1	$361K	Buy	8,892 +520	+6%	+$21.1K	0.06%	159
2015 Q4	$337K	Hold	8,372	–	–	0.06%	176
2015 Q3	$329K	Hold	8,372	–	–	0.06%	168
2015 Q2	$355K	Hold	8,372	–	–	0.07%	166
2015 Q1	$359K	Hold	8,372	–	–	0.07%	168
2014 Q4	$334K	Hold	8,372	–	–	0.12%	143
2014 Q3	$317K	Hold	8,372	–	–	0.14%	129
2014 Q2	$329K	Hold	8,372	–	–	0.14%	124
2014 Q1	$320K	Hold	8,372	–	–	0.15%	121
2013 Q4	$314K	Buy	+8,372	New	+$314K	0.19%	113