Waverly 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
Q2 | $13.1M | Sell |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $8.95M | Buy |
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|
2024
Q2 | $8.02M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $29K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $4K | Sell |
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|
2013
Q4 | $4K | Hold |
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|
2013
Q3 | $4K | Buy |
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