Vertex Planning Partners’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 | $389K | Hold |
4,272
| – | – | 0.08% | 126 |
|
|
2025
Q1 | $356K | Hold |
4,272
| – | – | 0.08% | 128 |
|
|
2024
Q4 | $388K | Hold |
4,272
| – | – | 0.09% | 126 |
|
|
2024
Q3 | $393K | Hold |
4,272
| – | – | 0.09% | 109 |
|
|
2024
Q2 | $376K | Hold |
4,272
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $390K | Hold |
4,272
| – | – | 0.11% | 107 |
|
|
2023
Q4 | $338K | Hold |
4,272
| – | – | 0.1% | 111 |
|
|
2023
Q3 | $309K | Hold |
4,272
| – | – | 0.11% | 103 |
|
|
2023
Q2 | $320K | Hold |
4,272
| – | – | 0.11% | 95 |
|
|
2023
Q1 | $305K | Hold |
4,272
| – | – | 0.12% | 89 |
|
|
2022
Q4 | $292K | Buy |
+4,272
| New | +$292K | 0.11% | 109 |
|