TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $20K | Hold |
352
| – | – | 0.01% | 376 |
|
|
2020
Q1 | $16K | Hold |
352
| – | – | 0.01% | 388 |
|
|
2019
Q4 | $21K | Hold |
352
| – | – | 0.01% | 372 |
|
|
2019
Q3 | $20K | Hold |
352
| – | – | 0.01% | 371 |
|
|
2019
Q2 | $20K | Hold |
352
| – | – | 0.01% | 368 |
|
|
2019
Q1 | $19K | Hold |
352
| – | – | 0.01% | 365 |
|
|
2018
Q4 | $17K | Hold |
352
| – | – | 0.01% | 375 |
|
|
2018
Q3 | $20K | Hold |
352
| – | – | 0.01% | 391 |
|
|
2018
Q2 | $20K | Hold |
352
| – | – | 0.01% | 390 |
|
|
2018
Q1 | $19K | Hold |
352
| – | – | 0.01% | 367 |
|
|
2017
Q4 | $19K | Buy |
+352
| New | +$19K | 0.01% | 401 |
|