SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,225
| Closed | -$568K | – | 781 |
|
|
2024
Q1 | $568K | Sell |
6,225
-1,186
| -16% | -$108K | 0.01% | 450 |
|
|
2023
Q4 | $587K | Buy |
+7,411
| New | +$587K | 0.01% | 442 |
|
|
2023
Q1 | – | Sell |
-4,599
| Closed | -$314K | – | 1047 |
|
|
2022
Q4 | $314K | Sell |
4,599
-290
| -6% | -$19.8K | ﹤0.01% | 727 |
|
|
2022
Q3 | $308K | Buy |
+4,889
| New | +$308K | ﹤0.01% | 683 |
|
|
2021
Q2 | – | Sell |
-4,780
| Closed | -$375K | – | 1005 |
|
|
2021
Q1 | $375K | Buy |
4,780
+4
| +0.1% | +$314 | 0.01% | 601 |
|
|
2020
Q4 | $345K | Sell |
4,776
-324
| -6% | -$23.4K | 0.01% | 575 |
|
|
2020
Q3 | $305K | Buy |
+5,100
| New | +$305K | 0.01% | 515 |
|
|
2020
Q1 | – | Sell |
-2,028
| Closed | -$121K | – | 639 |
|
|
2019
Q4 | $121K | Buy |
+2,028
| New | +$121K | ﹤0.01% | 592 |
|