Wealthcare Advisory 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 | $313K | Sell |
3,435
-643
| -16% | -$58.5K | 0.01% | 779 |
|
|
2025
Q1 | $340K | Buy |
4,078
+158
| +4% | +$13.2K | 0.01% | 700 |
|
|
2024
Q4 | $356K | Buy |
3,920
+4
| +0.1% | +$364 | 0.01% | 657 |
|
|
2024
Q3 | $360K | Sell |
3,916
-222
| -5% | -$20.4K | 0.01% | 660 |
|
|
2024
Q2 | $365K | Buy |
4,138
+787
| +23% | +$69.3K | 0.01% | 614 |
|
|
2024
Q1 | $306K | Buy |
+3,351
| New | +$306K | 0.01% | 666 |
|
|
2021
Q2 | – | Sell |
-1,352
| Closed | -$106K | – | 1175 |
|
|
2021
Q1 | $106K | Buy |
+1,352
| New | +$106K | 0.01% | 647 |
|
|
2020
Q2 | – | Sell |
-752
| Closed | -$34K | – | 832 |
|
|
2020
Q1 | $34K | Buy |
752
+188
| +33% | +$8.5K | 0.01% | 591 |
|
|
2019
Q4 | $34K | Hold |
564
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $32K | Sell |
564
-120
| -18% | -$6.81K | ﹤0.01% | 633 |
|
|
2019
Q2 | $39K | Buy |
684
+4
| +0.6% | +$228 | 0.01% | 559 |
|
|
2019
Q1 | $37K | Sell |
680
-88
| -11% | -$4.79K | 0.01% | 524 |
|
|
2018
Q4 | $37K | Sell |
768
-180
| -19% | -$8.67K | 0.01% | 493 |
|
|
2018
Q3 | $55K | Hold |
948
| – | – | 0.01% | 448 |
|
|
2018
Q2 | $53K | Buy |
948
+344
| +57% | +$19.2K | 0.01% | 451 |
|
|
2018
Q1 | $33K | Buy |
604
+16
| +3% | +$874 | 0.01% | 470 |
|
|
2017
Q4 | $32K | Buy |
588
+200
| +52% | +$10.9K | 0.01% | 447 |
|
|
2017
Q3 | $20K | Buy |
+388
| New | +$20K | 0.01% | 428 |
|
|
2016
Q3 | – | Sell |
-112
| Closed | -$5K | – | 106 |
|
|
2016
Q2 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 90 |
|