Tradition Wealth Management’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
Q1 | – | Sell |
-911
| Closed | -$87K | – | 781 |
|
|
2023
Q4 | $87K | Buy |
911
+1
| +0.1% | +$95 | 0.01% | 508 |
|
|
2023
Q3 | $78K | Buy |
910
+2
| +0.2% | +$171 | 0.01% | 503 |
|
|
2023
Q2 | $81K | Sell |
908
-63
| -6% | -$5.62K | 0.01% | 502 |
|
|
2023
Q1 | $84K | Buy |
971
+63
| +7% | +$5.45K | 0.01% | 491 |
|
|
2022
Q4 | $75K | Buy |
908
+1
| +0.1% | +$83 | 0.01% | 437 |
|
|
2022
Q3 | $68K | Hold |
907
| – | – | 0.01% | 441 |
|
|
2022
Q2 | $70K | Buy |
907
+410
| +82% | +$31.6K | 0.01% | 409 |
|
|
2022
Q1 | $38K | Hold |
497
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $42K | Hold |
497
| – | – | 0.01% | 571 |
|
|
2021
Q3 | $39K | Hold |
497
| – | – | 0.01% | 571 |
|
|
2021
Q2 | $40K | Hold |
497
| – | – | 0.01% | 588 |
|
|
2021
Q1 | $39K | Buy |
497
+57
| +13% | +$4.47K | 0.01% | 484 |
|
|
2020
Q4 | $32K | Buy |
+440
| New | +$32K | 0.01% | 494 |
|