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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Sell |
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|
2025
Q1 | $4.04M | Buy |
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|
2024
Q4 | $2.1M | Buy |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.18M | Hold |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $721K | Buy |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $560K | Sell |
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|
2021
Q3 | $525K | Sell |
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|
2021
Q2 | $538K | Buy |
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|
2021
Q1 | $520K | Buy |
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|
2020
Q4 | $479K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $285K | Buy |
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