Trueblood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
3,624
+5
| +0.1% | +$455 | 0.14% | 191 |
|
|
2025
Q1 | $301K | Hold |
3,619
| – | – | 0.14% | 188 |
|
|
2024
Q4 | $329K | Sell |
3,619
-8
| -0.2% | -$727 | 0.16% | 173 |
|
|
2024
Q3 | $333K | Hold |
3,627
| – | – | 0.17% | 165 |
|
|
2024
Q2 | $320K | Hold |
3,627
| – | – | 0.18% | 154 |
|
|
2024
Q1 | $331K | Hold |
3,627
| – | – | 0.19% | 146 |
|
|
2023
Q4 | $287K | Buy |
+3,627
| New | +$287K | 0.18% | 160 |
|