Total Wealth Planning’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 | $376K | Buy |
4,133
+1
| +0% | +$91 | 0.05% | 84 |
|
|
2025
Q1 | $344K | Buy |
4,132
+1
| +0% | +$83 | 0.05% | 72 |
|
|
2024
Q4 | $376K | Sell |
4,131
-29
| -0.7% | -$2.64K | 0.06% | 71 |
|
|
2024
Q3 | $382K | Buy |
4,160
+2
| +0% | +$184 | 0.06% | 71 |
|
|
2024
Q2 | $389K | Sell |
4,158
-27
| -0.6% | -$2.53K | 0.06% | 71 |
|
|
2024
Q1 | $382K | Sell |
4,185
-106
| -2% | -$9.67K | 0.07% | 74 |
|
|
2023
Q4 | $340K | Buy |
4,291
+5
| +0.1% | +$396 | 0.06% | 75 |
|
|
2023
Q3 | $310K | Sell |
4,286
-304
| -7% | -$22K | 0.06% | 74 |
|
|
2023
Q2 | $344K | Sell |
4,590
-92
| -2% | -$6.9K | 0.07% | 71 |
|
|
2023
Q1 | $335K | Sell |
4,682
-25
| -0.5% | -$1.79K | 0.07% | 71 |
|
|
2022
Q4 | $321K | Sell |
4,707
-176
| -4% | -$12K | 0.08% | 69 |
|
|
2022
Q3 | $308K | Hold |
4,883
| – | – | 0.09% | 69 |
|
|
2022
Q2 | $311K | Buy |
4,883
+2
| +0% | +$127 | 0.09% | 70 |
|
|
2022
Q1 | $377K | Buy |
4,881
+3,839
| +368% | +$297K | 0.1% | 62 |
|
|
2021
Q4 | $228K | Sell |
1,042
-2,950
| -74% | -$645K | 0.14% | 32 |
|
|
2021
Q3 | $316K | Hold |
3,992
| – | – | 0.11% | 39 |
|
|
2021
Q2 | $323K | Buy |
3,992
+2
| +0.1% | +$162 | 0.13% | 38 |
|
|
2021
Q1 | $313K | Hold |
3,990
| – | – | 0.13% | 36 |
|
|
2020
Q4 | $288K | Sell |
3,990
-2
| -0.1% | -$144 | 0.13% | 38 |
|
|
2020
Q3 | $239K | Sell |
3,992
-188
| -4% | -$11.3K | 0.12% | 38 |
|
|
2020
Q2 | $234K | Buy |
+4,180
| New | +$234K | 0.13% | 35 |
|
|
2020
Q1 | – | Sell |
-4,176
| Closed | -$249K | – | 35 |
|
|
2019
Q4 | $249K | Buy |
4,176
+4
| +0.1% | +$239 | 0.13% | 32 |
|
|
2019
Q3 | $233K | Hold |
4,172
| – | – | 0.13% | 32 |
|
|
2019
Q2 | $236K | Buy |
4,172
+4
| +0.1% | +$226 | 0.14% | 32 |
|
|
2019
Q1 | $228K | Buy |
+4,168
| New | +$228K | 0.14% | 32 |
|