Transform Wealth’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
Q1 | $284K | Sell |
3,413
-37
| -1% | -$3.33K | 0.02% | 209 |
|
|
2024
Q4 | $314K | Sell |
3,450
-33
| -0.9% | -$3.11K | 0.02% | 213 |
|
|
2024
Q3 | $320K | Sell |
3,483
-133
| -4% | -$11.9K | 0.02% | 180 |
|
|
2024
Q2 | $319K | Sell |
3,616
-126
| -3% | -$11.1K | 0.02% | 174 |
|
|
2024
Q1 | $341K | Sell |
3,742
-164
| -4% | -$13.7K | 0.03% | 176 |
|
|
2023
Q4 | $309K | Sell |
3,906
-29
| -0.7% | -$2.13K | 0.03% | 202 |
|
|
2023
Q3 | $285K | Sell |
3,935
-109
| -3% | -$8.22K | 0.03% | 205 |
|
|
2023
Q2 | $303K | Sell |
4,044
-94
| -2% | -$6.71K | 0.03% | 218 |
|
|
2023
Q1 | $296K | Hold |
4,138
| – | – | 0.03% | 214 |
|
|
2022
Q4 | $283K | Sell |
4,138
-7
| -0.2% | -$481 | 0.03% | 196 |
|
|
2022
Q3 | $261K | Hold |
4,145
| – | – | 0.03% | 162 |
|
|
2022
Q2 | $264K | Sell |
4,145
-40
| -1% | -$2.81K | 0.04% | 172 |
|
|
2022
Q1 | $323K | Sell |
4,185
-232
| -5% | -$17.9K | 0.04% | 199 |
|
|
2021
Q4 | $377K | Sell |
4,417
-224
| -5% | -$18.8K | 0.04% | 176 |
|
|
2021
Q3 | $368K | Sell |
4,641
-112
| -2% | -$9.09K | 0.04% | 179 |
|
|
2021
Q2 | $385K | Sell |
4,753
-160
| -3% | -$12.8K | 0.05% | 190 |
|
|
2021
Q1 | $385K | Sell |
4,913
-483
| -9% | -$37.2K | 0.08% | 175 |
|
|
2020
Q4 | $390K | Sell |
5,396
-500
| -8% | -$33.3K | 0.08% | 165 |
|
|
2020
Q3 | $353K | Sell |
5,896
-2,696
| -31% | -$160K | 0.06% | 165 |
|
|
2020
Q2 | $481K | Sell |
8,592
-12,208
| -59% | -$634K | 0.08% | 151 |
|
|
2020
Q1 | $928K | Buy |
20,800
+2,576
| +14% | +$142K | 0.2% | 107 |
|
|
2019
Q4 | $1.08M | Buy |
18,224
+2,908
| +19% | +$167K | 0.17% | 115 |
|
|
2019
Q3 | $857K | Sell |
15,316
-116
| -0.8% | -$6.52K | 0.15% | 120 |
|
|
2019
Q2 | $873K | Buy |
15,432
+228
| +1% | +$12.6K | 0.13% | 143 |
|
|
2019
Q1 | $833K | Sell |
15,204
-7,492
| -33% | -$395K | 0.15% | 118 |
|
|
2018
Q4 | $1.08M | Buy |
22,696
+136
| +0.6% | +$7.12K | 0.22% | 106 |
|
|
2018
Q3 | $1.31M | Buy |
22,560
+1,428
| +7% | +$82.9K | 0.23% | 109 |
|
|
2018
Q2 | $1.19M | Buy |
21,132
+516
| +3% | +$28.8K | 0.21% | 121 |
|
|
2018
Q1 | $1.13M | Buy |
20,616
+732
| +4% | +$40.5K | 0.21% | 134 |
|
|
2017
Q4 | $1.07M | Sell |
19,884
-636
| -3% | -$33.5K | 0.2% | 145 |
|
|
2017
Q3 | $1.04M | Buy |
+20,520
| New | +$1.01M | 0.36% | 100 |
|
|
2017
Q2 | – | Sell |
-19,680
| Closed | -$939K | – | 82 |
|
|
2017
Q1 | $939K | Buy |
19,680
+1,236
| +7% | +$58.3K | 0.35% | 105 |
|
|
2016
Q4 | $840K | Buy |
18,444
+1,300
| +8% | +$57.2K | 0.33% | 101 |
|
|
2016
Q3 | $749K | Buy |
17,144
+1,192
| +7% | +$52.3K | 0.32% | 99 |
|
|
2016
Q2 | $674K | Buy |
+15,952
| New | +$661K | 0.28% | 117 |
|
Other funds holding IJK
MMEA
Transform Wealth's IJK Position: Q1 2025 in Review
Transform Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.1% in Q1 2025, selling an estimated $3.33K and leaving 3,413 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #209.
Transform Wealth first reported a position in IJK in Q2 2016 and has held it in 35 quarters since. The position peaked at $1.31M in Q3 2018. 853 funds tracked by Wall St. Rank hold IJK as of Q1 2025.
- Transform Wealth held 3,413 shares of iShares S&P Mid-Cap 400 Growth ETF worth $284K as of Q1 2025.
- Transform Wealth sold 37 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $3.33K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #209 holding.
- Transform Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2016 and has held it in 35 quarters since.
- Transform Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.31M in Q3 2018.
- 853 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.