Welch & Forbes’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 | $766K | Hold |
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|
2025
Q1 | $701K | Hold |
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|
2024
Q4 | $766K | Hold |
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|
2024
Q3 | $774K | Hold |
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|
2024
Q2 | $738K | Sell |
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|
2024
Q1 | $905K | Buy |
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|
2023
Q4 | $773K | Buy |
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|
2023
Q3 | $664K | Hold |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $683K | Hold |
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|
2022
Q4 | $653K | Hold |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $614K | Hold |
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|
2021
Q3 | $571K | Hold |
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|
2021
Q2 | $583K | Buy |
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|
2021
Q1 | $447K | Hold |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $433K | Hold |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $282K | Buy |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $260K | Buy |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $230K | Hold |
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|
2017
Q2 | $225K | Hold |
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|
2017
Q1 | $218K | Hold |
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|
2016
Q4 | $207K | Hold |
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|
2016
Q3 | $200K | Buy |
|