West Branch Capital’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
Q3 | $39.7K | Buy |
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|
2025
Q2 | $37.6K | Sell |
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|
2025
Q1 | $82.9K | Sell |
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|
2024
Q4 | $146K | Buy |
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|
2024
Q3 | $147K | Buy |
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|
2024
Q2 | $141K | Sell |
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|
2024
Q1 | $155K | Buy |
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|
2023
Q4 | $134K | Sell |
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|
2023
Q3 | $180K | Hold |
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|
2023
Q2 | $187K | Buy |
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|
2023
Q1 | $178K | Buy |
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|
2022
Q4 | $169K | Sell |
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|
2022
Q3 | $183K | Buy |
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|
2022
Q2 | $185K | Buy |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $293K | Buy |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $333K | Sell |
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|
2019
Q3 | $352K | Sell |
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|
2019
Q2 | $555K | Sell |
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|
2019
Q1 | $599K | Sell |
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|
2018
Q4 | $642K | Sell |
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|
2018
Q3 | $989K | Sell |
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|
2018
Q2 | $1.05M | Buy |
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