WFA
Wellspring Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
18,853
-977
| -5% | -$88.9K | 0.17% | 46 |
|
|
2025
Q1 | $1.65M | Buy |
19,830
+7
| +0% | +$583 | 0.18% | 43 |
|
|
2024
Q4 | $1.8M | Sell |
19,823
-4,244
| -18% | -$386K | 0.19% | 42 |
|
|
2024
Q3 | $2.21M | Buy |
24,067
+4,252
| +21% | +$391K | 0.26% | 37 |
|
|
2024
Q2 | $1.75M | Sell |
19,815
-842
| -4% | -$74.2K | 0.24% | 41 |
|
|
2024
Q1 | $1.88M | Buy |
20,657
+23
| +0.1% | +$2.1K | 0.3% | 39 |
|
|
2023
Q4 | $1.63M | Buy |
20,634
+38
| +0.2% | +$3.01K | 0.41% | 39 |
|
|
2023
Q3 | $1.49M | Hold |
20,596
| – | – | 0.44% | 40 |
|
|
2023
Q2 | $1.54M | Sell |
20,596
-7,283
| -26% | -$546K | 0.44% | 39 |
|
|
2023
Q1 | $1.99M | Buy |
27,879
+20
| +0.1% | +$1.43K | 0.59% | 35 |
|
|
2022
Q4 | $1.9M | Buy |
27,859
+19
| +0.1% | +$1.3K | 0.63% | 32 |
|
|
2022
Q3 | $1.75M | Sell |
27,840
-13
| -0% | -$819 | 0.65% | 30 |
|
|
2022
Q2 | $1.78M | Sell |
27,853
-10,563
| -27% | -$673K | 0.62% | 30 |
|
|
2022
Q1 | $2.97M | Sell |
38,416
-226
| -0.6% | -$17.5K | 0.87% | 26 |
|
|
2021
Q4 | $3.3M | Buy |
38,642
+16
| +0% | +$1.36K | 0.92% | 24 |
|
|
2021
Q3 | $3.06M | Sell |
38,626
-899
| -2% | -$71.2K | 0.92% | 26 |
|
|
2021
Q2 | $3.2M | Buy |
39,525
+29,499
| +294% | +$2.39M | 1.01% | 26 |
|
|
2021
Q1 | $1.79M | Sell |
10,026
-29,477
| -75% | -$5.26M | 0.86% | 23 |
|
|
2020
Q4 | $2.85M | Buy |
39,503
+29,487
| +294% | +$2.13M | 1% | 25 |
|
|
2020
Q3 | $2.4M | Buy |
10,016
+6
| +0.1% | +$1.44K | 0.94% | 23 |
|
|
2020
Q2 | $2.24M | Sell |
10,010
-16
| -0.2% | -$3.58K | 0.93% | 24 |
|
|
2020
Q1 | $1.79M | Buy |
+10,026
| New | +$1.79M | 0.86% | 23 |
|