West Branch Capital’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 | $37.6K | Sell |
413
-582
| -58% | -$53K | 0.01% | 161 |
|
|
2025
Q1 | $82.9K | Sell |
995
-608
| -38% | -$50.6K | 0.03% | 127 |
|
|
2024
Q4 | $146K | Buy |
1,603
+3
| +0.2% | +$273 | 0.05% | 96 |
|
|
2024
Q3 | $147K | Buy |
1,600
+4
| +0.3% | +$368 | 0.05% | 98 |
|
|
2024
Q2 | $141K | Sell |
1,596
-104
| -6% | -$9.16K | 0.05% | 99 |
|
|
2024
Q1 | $155K | Buy |
1,700
+2
| +0.1% | +$183 | 0.06% | 95 |
|
|
2023
Q4 | $134K | Sell |
1,698
-791
| -32% | -$62.7K | 0.06% | 93 |
|
|
2023
Q3 | $180K | Hold |
2,489
| – | – | 0.09% | 83 |
|
|
2023
Q2 | $187K | Buy |
2,489
+6
| +0.2% | +$450 | 0.09% | 83 |
|
|
2023
Q1 | $178K | Buy |
2,483
+7
| +0.3% | +$501 | 0.1% | 82 |
|
|
2022
Q4 | $169K | Sell |
2,476
-434
| -15% | -$29.6K | 0.1% | 82 |
|
|
2022
Q3 | $183K | Buy |
2,910
+11
| +0.4% | +$692 | 0.11% | 80 |
|
|
2022
Q2 | $185K | Buy |
2,899
+7
| +0.2% | +$447 | 0.11% | 83 |
|
|
2022
Q1 | $223K | Sell |
2,892
-806
| -22% | -$62.2K | 0.11% | 79 |
|
|
2021
Q4 | $315K | Buy |
3,698
+6
| +0.2% | +$511 | 0.13% | 68 |
|
|
2021
Q3 | $292K | Buy |
3,692
+5
| +0.1% | +$395 | 0.14% | 70 |
|
|
2021
Q2 | $298K | Buy |
3,687
+4
| +0.1% | +$323 | 0.15% | 73 |
|
|
2021
Q1 | $289K | Sell |
3,683
-288
| -7% | -$22.6K | 0.17% | 69 |
|
|
2020
Q4 | $287K | Sell |
3,971
-933
| -19% | -$67.4K | 0.17% | 70 |
|
|
2020
Q3 | $293K | Buy |
4,904
+8
| +0.2% | +$478 | 0.19% | 66 |
|
|
2020
Q2 | $274K | Buy |
4,896
+8
| +0.2% | +$448 | 0.19% | 66 |
|
|
2020
Q1 | $218K | Sell |
4,888
-708
| -13% | -$31.6K | 0.21% | 69 |
|
|
2019
Q4 | $333K | Sell |
5,596
-684
| -11% | -$40.7K | 0.23% | 73 |
|
|
2019
Q3 | $352K | Sell |
6,280
-3,536
| -36% | -$198K | 0.26% | 62 |
|
|
2019
Q2 | $555K | Sell |
9,816
-1,120
| -10% | -$63.3K | 0.46% | 53 |
|
|
2019
Q1 | $599K | Sell |
10,936
-2,500
| -19% | -$137K | 0.54% | 45 |
|
|
2018
Q4 | $642K | Sell |
13,436
-3,540
| -21% | -$169K | 0.68% | 43 |
|
|
2018
Q3 | $989K | Sell |
16,976
-1,780
| -9% | -$104K | 0.73% | 42 |
|
|
2018
Q2 | $1.05M | Buy |
+18,756
| New | +$1.05M | 0.83% | 39 |
|