WDG
Wealth Dimensions Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,199
| Closed | -$273K | – | 133 |
|
|
2021
Q4 | $273K | Sell |
3,199
-1,748
| -35% | -$149K | 0.13% | 111 |
|
|
2021
Q3 | $392K | Buy |
4,947
+7
| +0.1% | +$555 | 0.25% | 86 |
|
|
2021
Q2 | $400K | Hold |
4,940
| – | – | 0.27% | 76 |
|
|
2021
Q1 | $387K | Hold |
4,940
| – | – | 0.3% | 77 |
|
|
2020
Q4 | $357K | Buy |
+4,940
| New | +$357K | 0.31% | 69 |
|