Waldron Private Wealth’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 | $588K | Hold |
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|
2025
Q2 | $558K | Hold |
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|
2025
Q1 | $511K | Hold |
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|
2024
Q4 | $558K | Hold |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $756K | Hold |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $305K | Buy |
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