Valeo 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 | $441K | Buy |
4,849
+335
| +7% | +$30.5K | 0.01% | 484 |
|
|
2025
Q1 | $376K | Hold |
4,514
| – | – | 0.01% | 476 |
|
|
2024
Q4 | $410K | Buy |
4,514
+939
| +26% | +$85.4K | 0.01% | 449 |
|
|
2024
Q3 | $329K | Hold |
3,575
| – | – | 0.01% | 509 |
|
|
2024
Q2 | $315K | Sell |
3,575
-90
| -2% | -$7.93K | 0.01% | 508 |
|
|
2024
Q1 | $319K | Buy |
3,665
+58
| +2% | +$5.05K | 0.01% | 484 |
|
|
2023
Q4 | $286K | Hold |
3,607
| – | – | 0.01% | 506 |
|
|
2023
Q3 | $261K | Buy |
+3,607
| New | +$261K | 0.01% | 501 |
|
|
2021
Q2 | – | Sell |
-908
| Closed | -$71K | – | 1054 |
|
|
2021
Q1 | $71K | Hold |
908
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $66K | Hold |
908
| – | – | ﹤0.01% | 672 |
|
|
2020
Q3 | $54K | Sell |
908
-396
| -30% | -$23.6K | ﹤0.01% | 619 |
|
|
2020
Q2 | $73K | Hold |
1,304
| – | – | 0.01% | 577 |
|
|
2020
Q1 | $63K | Hold |
1,304
| – | – | 0.01% | 515 |
|
|
2019
Q4 | $78K | Hold |
1,304
| – | – | 0.01% | 510 |
|
|
2019
Q3 | $73K | Sell |
1,304
-52
| -4% | -$2.91K | 0.01% | 501 |
|
|
2019
Q2 | $77K | Hold |
1,356
| – | – | 0.01% | 484 |
|
|
2019
Q1 | $74K | Buy |
1,356
+136
| +11% | +$7.42K | 0.01% | 469 |
|
|
2018
Q4 | $58K | Buy |
1,220
+748
| +158% | +$35.6K | 0.01% | 492 |
|
|
2018
Q3 | $25K | Buy |
472
+224
| +90% | +$11.9K | ﹤0.01% | 695 |
|
|
2018
Q2 | $14K | Sell |
248
-712
| -74% | -$40.2K | ﹤0.01% | 858 |
|
|
2018
Q1 | $52K | Sell |
960
-44
| -4% | -$2.38K | 0.01% | 478 |
|
|
2017
Q4 | $54K | Hold |
1,004
| – | – | 0.01% | 456 |
|
|
2017
Q3 | $51K | Buy |
+1,004
| New | +$51K | 0.01% | 402 |
|