Walled Lake Planning & Wealth Management’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
Q2 | $312K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $353K | Sell |
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|
2021
Q3 | $328K | Sell |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $369K | Buy |
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