Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,056
| Closed | -$67K | – | 324 |
|
|
2022
Q3 | $67K | Hold |
1,056
| – | – | 0.03% | 107 |
|
|
2022
Q2 | $67K | Sell |
1,056
-117
| -10% | -$7.42K | 0.02% | 113 |
|
|
2022
Q1 | $91K | Hold |
1,173
| – | – | 0.1% | 95 |
|
|
2021
Q4 | $100K | Sell |
1,173
-698
| -37% | -$59.5K | 0.07% | 97 |
|
|
2021
Q3 | $148K | Sell |
1,871
-92
| -5% | -$7.28K | 0.12% | 78 |
|
|
2021
Q2 | $159K | Sell |
1,963
-529
| -21% | -$42.8K | 0.14% | 70 |
|
|
2021
Q1 | $195K | Hold |
2,492
| – | – | 0.2% | 56 |
|
|
2020
Q4 | $180K | Buy |
+2,492
| New | +$180K | 0.17% | 56 |
|