V Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-28,688
| Closed | -$1.45M | – | 216 |
|
2017
Q3 | $1.45M | Buy |
28,688
+300
| +1% | +$15.2K | 0.73% | 41 |
|
2017
Q2 | $1.4M | Buy |
28,388
+2,180
| +8% | +$107K | 0.66% | 47 |
|
2017
Q1 | $1.26M | Buy |
26,208
+19,976
| +321% | +$957K | 0.77% | 43 |
|
2016
Q4 | $284K | Sell |
6,232
-60
| -1% | -$2.73K | 0.21% | 134 |
|
2016
Q3 | $275K | Buy |
6,292
+32
| +0.5% | +$1.4K | 0.22% | 129 |
|
2016
Q2 | $264K | Hold |
6,260
| – | – | 0.22% | 127 |
|
2016
Q1 | $254K | Buy |
+6,260
| New | +$254K | 0.2% | 115 |
|