Ullmann Wealth Partners Group’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
Q3 | $2.56M | Sell |
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|
2025
Q2 | $2.44M | Buy |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.46M | Buy |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $2.19M | Sell |
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|
2021
Q3 | $2.04M | Sell |
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|
2021
Q2 | $2.1M | Sell |
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|
2021
Q1 | $2.06M | Sell |
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|
2020
Q4 | $1.99M | Sell |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $1.63M | Sell |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $2.08M | Sell |
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|
2019
Q3 | $2.15M | Sell |
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|
2019
Q2 | $2.21M | Sell |
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|
2019
Q1 | $2.22M | Sell |
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|
2018
Q4 | $2.02M | Sell |
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|
2018
Q3 | $2.51M | Sell |
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|
2018
Q2 | $2.47M | Sell |
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|
2018
Q1 | $2.39M | Sell |
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|
2017
Q4 | $2.83M | Sell |
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|
2017
Q3 | $4.59M | Buy |
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|
2017
Q2 | $3.15M | Buy |
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|
2017
Q1 | $3.03M | Sell |
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|
2016
Q4 | $4.59M | Buy |
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