Valeo Financial Advisors’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 | $523K | Buy |
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|
2025
Q2 | $441K | Buy |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $261K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $71K | Hold |
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|
2020
Q4 | $66K | Hold |
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|
2020
Q3 | $54K | Sell |
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|
2020
Q2 | $73K | Hold |
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|
2020
Q1 | $63K | Hold |
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $73K | Sell |
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|
2019
Q2 | $77K | Hold |
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|
2019
Q1 | $74K | Buy |
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|
2018
Q4 | $58K | Buy |
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|
2018
Q3 | $25K | Buy |
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|
2018
Q2 | $14K | Sell |
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|
2018
Q1 | $52K | Sell |
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|
2017
Q4 | $54K | Hold |
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|
2017
Q3 | $51K | Buy |
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