Wealthstream Advisors’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 | $510K | Sell |
5,611
-90
| -2% | -$8.19K | 0.08% | 81 |
|
|
2025
Q1 | $475K | Hold |
5,701
| – | – | 0.09% | 80 |
|
|
2024
Q4 | $518K | Sell |
5,701
-41
| -0.7% | -$3.73K | 0.1% | 77 |
|
|
2024
Q3 | $528K | Sell |
5,742
-90
| -2% | -$8.27K | 0.1% | 77 |
|
|
2024
Q2 | $514K | Sell |
5,832
-376
| -6% | -$33.1K | 0.19% | 71 |
|
|
2024
Q1 | $566K | Hold |
6,208
| – | – | 0.22% | 66 |
|
|
2023
Q4 | $492K | Hold |
6,208
| – | – | 0.2% | 68 |
|
|
2023
Q3 | $448K | Hold |
6,208
| – | – | 0.23% | 57 |
|
|
2023
Q2 | $466K | Hold |
6,208
| – | – | 0.24% | 53 |
|
|
2023
Q1 | $444K | Hold |
6,208
| – | – | 0.27% | 46 |
|
|
2022
Q4 | $424K | Hold |
6,208
| – | – | 0.28% | 47 |
|
|
2022
Q3 | $391K | Hold |
6,208
| – | – | 0.42% | 40 |
|
|
2022
Q2 | $396K | Hold |
6,208
| – | – | 0.4% | 36 |
|
|
2022
Q1 | $480K | Hold |
6,208
| – | – | 0.42% | 35 |
|
|
2021
Q4 | $529K | Buy |
+6,208
| New | +$529K | 0.45% | 33 |
|