Wealthspire Advisors (New York)’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 | $4.23M | Sell |
46,528
-1,986
| -4% | -$181K | 0.02% | 174 |
|
|
2025
Q1 | $4.04M | Buy |
48,514
+25,381
| +110% | +$2.11M | 0.02% | 178 |
|
|
2024
Q4 | $2.1M | Buy |
23,133
+2,889
| +14% | +$263K | 0.02% | 240 |
|
|
2024
Q3 | $1.86M | Buy |
20,244
+3,098
| +18% | +$285K | 0.02% | 271 |
|
|
2024
Q2 | $1.51M | Sell |
17,146
-302
| -2% | -$26.6K | 0.02% | 246 |
|
|
2024
Q1 | $1.59M | Sell |
17,448
-170
| -1% | -$15.5K | 0.02% | 235 |
|
|
2023
Q4 | $1.4M | Sell |
17,618
-308
| -2% | -$24.4K | 0.02% | 252 |
|
|
2023
Q3 | $1.29M | Buy |
17,926
+1,552
| +9% | +$112K | 0.02% | 238 |
|
|
2023
Q2 | $1.23M | Sell |
16,374
-152
| -0.9% | -$11.4K | 0.02% | 221 |
|
|
2023
Q1 | $1.18M | Hold |
16,526
| – | – | 0.02% | 222 |
|
|
2022
Q4 | $1.13M | Buy |
16,526
+5,092
| +45% | +$348K | 0.02% | 241 |
|
|
2022
Q3 | $721K | Buy |
11,434
+5,107
| +81% | +$322K | 0.02% | 280 |
|
|
2022
Q2 | $403K | Sell |
6,327
-231
| -4% | -$14.7K | 0.01% | 349 |
|
|
2022
Q1 | $507K | Sell |
6,558
-12
| -0.2% | -$928 | 0.01% | 270 |
|
|
2021
Q4 | $560K | Sell |
6,570
-57
| -0.9% | -$4.86K | 0.01% | 305 |
|
|
2021
Q3 | $525K | Sell |
6,627
-17
| -0.3% | -$1.35K | 0.01% | 347 |
|
|
2021
Q2 | $538K | Buy |
6,644
+4
| +0.1% | +$324 | 0.01% | 220 |
|
|
2021
Q1 | $520K | Buy |
6,640
+5
| +0.1% | +$392 | 0.01% | 389 |
|
|
2020
Q4 | $479K | Buy |
+6,635
| New | +$479K | 0.01% | 319 |
|
|
2020
Q2 | – | Sell |
-6,384
| Closed | -$285K | – | 396 |
|
|
2020
Q1 | $285K | Buy |
+6,384
| New | +$285K | 0.01% | 395 |
|