Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $401K | Buy |
+6,708
| New | +$401K | 0.01% | 308 |
|
|
2020
Q2 | – | Sell |
-6,384
| Closed | -$285K | – | 459 |
|
|
2020
Q1 | $285K | Buy |
6,384
+1,928
| +43% | +$86.1K | 0.02% | 308 |
|
|
2019
Q4 | $265K | Sell |
4,456
-32
| -0.7% | -$1.9K | 0.02% | 406 |
|
|
2019
Q3 | $251K | Sell |
4,488
-188
| -4% | -$10.5K | 0.02% | 382 |
|
|
2019
Q2 | $265K | Sell |
4,676
-556
| -11% | -$31.5K | 0.02% | 378 |
|
|
2019
Q1 | $287K | Hold |
5,232
| – | – | 0.02% | 370 |
|
|
2018
Q4 | $250K | Hold |
5,232
| – | – | 0.02% | 362 |
|
|
2018
Q3 | $305K | Hold |
5,232
| – | – | 0.03% | 354 |
|
|
2018
Q2 | $294K | Sell |
5,232
-408
| -7% | -$22.9K | 0.03% | 366 |
|
|
2018
Q1 | $308K | Buy |
5,640
+4
| +0.1% | +$218 | 0.03% | 358 |
|
|
2017
Q4 | $304K | Buy |
5,636
+540
| +11% | +$29.1K | 0.03% | 365 |
|
|
2017
Q3 | $258K | Sell |
5,096
-124
| -2% | -$6.28K | 0.03% | 398 |
|
|
2017
Q2 | $257K | Sell |
5,220
-200
| -4% | -$9.85K | 0.03% | 377 |
|
|
2017
Q1 | $259K | Sell |
5,420
-11,676
| -68% | -$558K | 0.04% | 321 |
|
|
2016
Q4 | $779K | Buy |
17,096
+916
| +6% | +$41.7K | 0.12% | 117 |
|
|
2016
Q3 | $707K | Buy |
16,180
+68
| +0.4% | +$2.97K | 0.11% | 129 |
|
|
2016
Q2 | $681K | Sell |
16,112
-7,764
| -33% | -$328K | 0.11% | 130 |
|
|
2016
Q1 | $971K | Sell |
23,876
-1,184
| -5% | -$48.2K | 0.17% | 90 |
|
|
2015
Q4 | $1.01M | Buy |
+25,060
| New | +$1.01M | 0.19% | 88 |
|