Trail Ridge Investment Advisors’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 | $3.41M | Sell |
36,630
-1,383
| -4% | -$129K | 1.64% | 16 |
|
|
2025
Q1 | $3.17M | Buy |
38,013
+926
| +2% | +$77.1K | 1.63% | 15 |
|
|
2024
Q4 | $3.37M | Buy |
37,087
+1,374
| +4% | +$125K | 1.6% | 17 |
|
|
2024
Q3 | $3.27M | Buy |
35,713
+2,275
| +7% | +$208K | 1.56% | 18 |
|
|
2024
Q2 | $2.95M | Sell |
33,438
-810
| -2% | -$71.4K | 1.52% | 18 |
|
|
2024
Q1 | $3.13M | Buy |
34,248
+1,262
| +4% | +$115K | 1.77% | 16 |
|
|
2023
Q4 | $2.61M | Buy |
32,986
+305
| +0.9% | +$24.2K | 1.6% | 16 |
|
|
2023
Q3 | $2.36M | Buy |
32,681
+645
| +2% | +$46.6K | 1.61% | 15 |
|
|
2023
Q2 | $2.4M | Sell |
32,036
-238
| -0.7% | -$17.9K | 1.48% | 16 |
|
|
2023
Q1 | $2.31M | Sell |
32,274
-2,089
| -6% | -$149K | 1.51% | 15 |
|
|
2022
Q4 | $2.35M | Buy |
34,363
+684
| +2% | +$46.7K | 1.62% | 13 |
|
|
2022
Q3 | $2.42M | Buy |
33,679
+609
| +2% | +$43.8K | 1.6% | 12 |
|
|
2022
Q2 | $2.11M | Buy |
33,070
+1,178
| +4% | +$75.1K | 1.43% | 14 |
|
|
2022
Q1 | $2.46M | Buy |
31,892
+3,475
| +12% | +$268K | 1.51% | 11 |
|
|
2021
Q4 | $2.42M | Buy |
+28,417
| New | +$2.42M | 1.46% | 15 |
|