Wellspring Financial Advisors’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 | $1.72M | Sell |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.49M | Hold |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.99M | Buy |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $1.77M | Sell |
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|
2022
Q1 | $2.97M | Sell |
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|
2021
Q4 | $3.29M | Buy |
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|
2021
Q3 | $3.06M | Sell |
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|
2021
Q2 | $3.2M | Buy |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $2.85M | Sell |
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|
2020
Q3 | $2.4M | Buy |
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|
2020
Q2 | $2.24M | Sell |
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|
2020
Q1 | $1.79M | Buy |
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