Total Wealth Planning’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $396K | Buy |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $236K | Buy |
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|
2019
Q1 | $228K | Buy |
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