United Capital Financial 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 | $507K | Hold |
5,572
| – | – | ﹤0.01% | 767 |
|
|
2025
Q1 | $464K | Sell |
5,572
-288
| -5% | -$24K | ﹤0.01% | 760 |
|
|
2024
Q4 | $533K | Buy |
5,860
+1,089
| +23% | +$99K | ﹤0.01% | 714 |
|
|
2024
Q3 | $439K | Sell |
4,771
-957
| -17% | -$88K | ﹤0.01% | 758 |
|
|
2024
Q2 | $505K | Sell |
5,728
-597
| -9% | -$52.6K | ﹤0.01% | 705 |
|
|
2024
Q1 | $577K | Sell |
6,325
-6
| -0.1% | -$547 | ﹤0.01% | 693 |
|
|
2023
Q4 | $502K | Sell |
6,331
-56,215
| -90% | -$4.45M | ﹤0.01% | 722 |
|
|
2023
Q3 | $4.52M | Sell |
62,546
-658
| -1% | -$47.5K | 0.03% | 313 |
|
|
2023
Q2 | $4.74M | Sell |
63,204
-218
| -0.3% | -$16.4K | 0.03% | 322 |
|
|
2023
Q1 | $4.54M | Buy |
63,422
+58
| +0.1% | +$4.15K | 0.03% | 330 |
|
|
2022
Q4 | $4.33M | Sell |
63,364
-1,466
| -2% | -$100K | 0.02% | 351 |
|
|
2022
Q3 | $4.09M | Sell |
64,830
-4,845
| -7% | -$305K | 0.02% | 352 |
|
|
2022
Q2 | $4.44M | Sell |
69,675
-89
| -0.1% | -$5.67K | 0.02% | 352 |
|
|
2022
Q1 | $5.39M | Buy |
69,764
+405
| +0.6% | +$31.3K | 0.03% | 357 |
|
|
2021
Q4 | $5.91M | Buy |
69,359
+292
| +0.4% | +$24.9K | 0.03% | 351 |
|
|
2021
Q3 | $5.47M | Sell |
69,067
-747
| -1% | -$59.2K | 0.03% | 365 |
|
|
2021
Q2 | $5.65M | Buy |
69,814
+340
| +0.5% | +$27.5K | 0.03% | 361 |
|
|
2021
Q1 | $5.45M | Buy |
69,474
+1,000
| +1% | +$78.4K | 0.03% | 349 |
|
|
2020
Q4 | $4.95M | Sell |
68,474
-10,006
| -13% | -$723K | 0.03% | 354 |
|
|
2020
Q3 | $4.69M | Sell |
78,480
-2,324
| -3% | -$139K | 0.03% | 354 |
|
|
2020
Q2 | $4.53M | Sell |
80,804
-23,736
| -23% | -$1.33M | 0.03% | 376 |
|
|
2020
Q1 | $4.66M | Buy |
104,540
+3,264
| +3% | +$146K | 0.04% | 348 |
|
|
2019
Q4 | $6.03M | Buy |
101,276
+7,956
| +9% | +$474K | 0.04% | 391 |
|
|
2019
Q3 | $5.22M | Sell |
93,320
-5,476
| -6% | -$306K | 0.04% | 400 |
|
|
2019
Q2 | $5.59M | Sell |
98,796
-1,424
| -1% | -$80.6K | 0.04% | 398 |
|
|
2019
Q1 | $5.49M | Sell |
100,220
-752
| -0.7% | -$41.2K | 0.04% | 395 |
|
|
2018
Q4 | $4.83M | Sell |
100,972
-11,384
| -10% | -$544K | 0.04% | 386 |
|
|
2018
Q3 | $6.54M | Buy |
112,356
+4,128
| +4% | +$240K | 0.05% | 384 |
|
|
2018
Q2 | $6.08M | Buy |
108,228
+1,944
| +2% | +$109K | 0.05% | 379 |
|
|
2018
Q1 | $5.8M | Buy |
106,284
+3,848
| +4% | +$210K | 0.04% | 388 |
|
|
2017
Q4 | $5.56M | Buy |
102,436
+3,152
| +3% | +$171K | 0.04% | 389 |
|
|
2017
Q3 | $5.02M | Buy |
99,284
+212
| +0.2% | +$10.7K | 0.04% | 395 |
|
|
2017
Q2 | $4.87M | Sell |
99,072
-96
| -0.1% | -$4.72K | 0.04% | 380 |
|
|
2017
Q1 | $4.73M | Sell |
99,168
-3,020
| -3% | -$144K | 0.04% | 372 |
|
|
2016
Q4 | $4.66M | Buy |
102,188
+4,212
| +4% | +$192K | 0.05% | 380 |
|
|
2016
Q3 | $4.28M | Sell |
97,976
-144
| -0.1% | -$6.29K | 0.04% | 414 |
|
|
2016
Q2 | $4.15M | Buy |
98,120
+4,840
| +5% | +$205K | 0.04% | 396 |
|
|
2016
Q1 | $3.79M | Sell |
93,280
-492
| -0.5% | -$20K | 0.04% | 392 |
|
|
2015
Q4 | $3.77M | Buy |
93,772
+4,148
| +5% | +$167K | 0.04% | 399 |
|
|
2015
Q3 | $3.52M | Sell |
89,624
-13,808
| -13% | -$542K | 0.04% | 394 |
|
|
2015
Q2 | $4.38M | Sell |
103,432
-2,964
| -3% | -$126K | 0.05% | 371 |
|
|
2015
Q1 | $4.45M | Buy |
106,396
+11,156
| +12% | +$466K | 0.05% | 362 |
|
|
2014
Q4 | $3.8M | Buy |
95,240
+13,396
| +16% | +$535K | 0.06% | 305 |
|
|
2014
Q3 | $3.1M | Sell |
81,844
-5,780
| -7% | -$219K | 0.05% | 329 |
|
|
2014
Q2 | $3.44M | Buy |
87,624
+100
| +0.1% | +$3.93K | 0.06% | 294 |
|
|
2014
Q1 | $3.35M | Buy |
87,524
+3,820
| +5% | +$146K | 0.07% | 271 |
|
|
2013
Q4 | $3.14M | Buy |
+83,704
| New | +$3.14M | 0.11% | 187 |
|
|
2013
Q3 | – | Sell |
-87,468
| Closed | -$2.82M | – | 712 |
|
|
2013
Q2 | $2.82M | Buy |
+87,468
| New | +$2.82M | 0.07% | 262 |
|