Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $401K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $285K | Buy |
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|
2019
Q4 | $265K | Sell |
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|
2019
Q3 | $251K | Sell |
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|
2019
Q2 | $265K | Sell |
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|
2019
Q1 | $287K | Hold |
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|
2018
Q4 | $250K | Hold |
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|
2018
Q3 | $305K | Hold |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $308K | Buy |
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|
2017
Q4 | $304K | Buy |
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|
2017
Q3 | $258K | Sell |
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|
2017
Q2 | $257K | Sell |
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|
2017
Q1 | $259K | Sell |
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|
2016
Q4 | $779K | Buy |
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|
2016
Q3 | $707K | Buy |
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|
2016
Q2 | $681K | Sell |
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|
2016
Q1 | $971K | Sell |
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|
2015
Q4 | $1.01M | Buy |
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