The Family Firm’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
Q2 | $1.51M | Buy |
16,624
+104
| +0.6% | +$9.46K | 0.36% | 62 |
|
|
2025
Q1 | $1.38M | Buy |
16,520
+747
| +5% | +$62.2K | 0.31% | 67 |
|
|
2024
Q4 | $1.43M | Sell |
15,773
-617
| -4% | -$56.1K | 0.32% | 63 |
|
|
2024
Q3 | $1.51M | Buy |
16,390
+1,946
| +13% | +$179K | 0.33% | 62 |
|
|
2024
Q2 | $1.27M | Buy |
14,444
+23
| +0.2% | +$2.03K | 0.28% | 66 |
|
|
2024
Q1 | $1.32M | Sell |
14,421
-355
| -2% | -$32.4K | 0.32% | 63 |
|
|
2023
Q4 | $1.17M | Buy |
14,776
+104
| +0.7% | +$8.24K | 0.3% | 64 |
|
|
2023
Q3 | $1.06M | Sell |
14,672
-130
| -0.9% | -$9.39K | 0.3% | 64 |
|
|
2023
Q2 | $1.11M | Sell |
14,802
-286
| -2% | -$21.5K | 0.29% | 65 |
|
|
2023
Q1 | $1.08M | Buy |
15,088
+41
| +0.3% | +$2.93K | 0.3% | 66 |
|
|
2022
Q4 | $1.03M | Buy |
15,047
+704
| +5% | +$48.1K | 0.3% | 70 |
|
|
2022
Q3 | $904K | Sell |
14,343
-254
| -2% | -$16K | 0.29% | 68 |
|
|
2022
Q2 | $930K | Buy |
14,597
+35
| +0.2% | +$2.23K | 0.27% | 71 |
|
|
2022
Q1 | $1.13M | Buy |
14,562
+618
| +4% | +$47.7K | 0.29% | 69 |
|
|
2021
Q4 | $1.19M | Sell |
13,944
-622
| -4% | -$53K | 0.31% | 64 |
|
|
2021
Q3 | $1.21M | Buy |
14,566
+705
| +5% | +$58.8K | 0.32% | 66 |
|
|
2021
Q2 | $1.12M | Sell |
13,861
-346
| -2% | -$28K | 0.31% | 66 |
|
|
2021
Q1 | $1.11M | Hold |
14,207
| – | – | 0.32% | 60 |
|
|
2020
Q4 | $1.08M | Sell |
14,207
-6,189
| -30% | -$470K | 0.32% | 59 |
|
|
2020
Q3 | $1.22M | Sell |
20,396
-540
| -3% | -$32.3K | 0.44% | 45 |
|
|
2020
Q2 | $1.17M | Buy |
20,936
+64
| +0.3% | +$3.59K | 0.44% | 46 |
|
|
2020
Q1 | $931K | Hold |
20,872
| – | – | 0.4% | 52 |
|
|
2019
Q4 | $1.24M | Sell |
20,872
-948
| -4% | -$56.4K | 0.42% | 52 |
|
|
2019
Q3 | $1.22M | Sell |
21,820
-4,932
| -18% | -$276K | 0.43% | 47 |
|
|
2019
Q2 | $1.51M | Sell |
26,752
-376
| -1% | -$21.3K | 0.53% | 40 |
|
|
2019
Q1 | $1.49M | Buy |
27,128
+36
| +0.1% | +$1.97K | 0.54% | 40 |
|
|
2018
Q4 | $1.3M | Buy |
27,092
+11,428
| +73% | +$546K | 0.52% | 41 |
|
|
2018
Q3 | $912K | Buy |
15,664
+32
| +0.2% | +$1.86K | 0.33% | 56 |
|
|
2018
Q2 | $878K | Hold |
15,632
| – | – | 0.33% | 53 |
|
|
2018
Q1 | $853K | Sell |
15,632
-504
| -3% | -$27.5K | 0.33% | 53 |
|
|
2017
Q4 | $871K | Buy |
16,136
+76
| +0.5% | +$4.1K | 0.35% | 51 |
|
|
2017
Q3 | $812K | Buy |
16,060
+700
| +5% | +$35.4K | 0.34% | 53 |
|
|
2017
Q2 | $755K | Buy |
15,360
+136
| +0.9% | +$6.69K | 0.33% | 55 |
|
|
2017
Q1 | $727K | Buy |
15,224
+24
| +0.2% | +$1.15K | 0.35% | 50 |
|
|
2016
Q4 | $692K | Buy |
15,200
+1,164
| +8% | +$53K | 0.33% | 54 |
|
|
2016
Q3 | $613K | Hold |
14,036
| – | – | 0.29% | 57 |
|
|
2016
Q2 | $593K | Buy |
14,036
+32
| +0.2% | +$1.35K | 0.29% | 55 |
|
|
2016
Q1 | $569K | Buy |
14,004
+72
| +0.5% | +$2.93K | 0.29% | 57 |
|
|
2015
Q4 | $561K | Buy |
13,932
+32
| +0.2% | +$1.29K | 0.3% | 59 |
|
|
2015
Q3 | $546K | Buy |
13,900
+24
| +0.2% | +$943 | 0.3% | 58 |
|
|
2015
Q2 | $588K | Buy |
13,876
+28
| +0.2% | +$1.19K | 0.3% | 55 |
|
|
2015
Q1 | $594K | Buy |
13,848
+36
| +0.3% | +$1.54K | 0.3% | 51 |
|
|
2014
Q4 | $551K | Buy |
+13,812
| New | +$551K | 0.29% | 52 |
|