Western Wealth Management’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 | $950K | Buy |
10,437
+580
| +6% | +$52.8K | 0.06% | 288 |
|
|
2025
Q1 | $821K | Buy |
9,857
+6,309
| +178% | +$525K | 0.05% | 283 |
|
|
2024
Q4 | $323K | Buy |
3,548
+19
| +0.5% | +$1.73K | 0.02% | 498 |
|
|
2024
Q3 | $324K | Buy |
3,529
+2
| +0.1% | +$184 | 0.02% | 575 |
|
|
2024
Q2 | $311K | Hold |
3,527
| – | – | 0.02% | 488 |
|
|
2024
Q1 | $322K | Sell |
3,527
-114
| -3% | -$10.4K | 0.03% | 485 |
|
|
2023
Q4 | $288K | Buy |
3,641
+3
| +0.1% | +$238 | 0.02% | 557 |
|
|
2023
Q3 | $263K | Buy |
3,638
+132
| +4% | +$9.54K | 0.02% | 545 |
|
|
2023
Q2 | $263K | Buy |
3,506
+54
| +2% | +$4.05K | 0.02% | 539 |
|
|
2023
Q1 | $247K | Buy |
3,452
+3
| +0.1% | +$215 | 0.02% | 547 |
|
|
2022
Q4 | $236K | Sell |
3,449
-3,442
| -50% | -$235K | 0.02% | 529 |
|
|
2022
Q3 | $435K | Buy |
6,891
+2,195
| +47% | +$139K | 0.02% | 534 |
|
|
2022
Q2 | $301K | Sell |
4,696
-432
| -8% | -$27.7K | 0.02% | 612 |
|
|
2022
Q1 | $396K | Buy |
5,128
+2,365
| +86% | +$183K | 0.02% | 594 |
|
|
2021
Q4 | $235K | Buy |
+2,763
| New | +$235K | 0.02% | 541 |
|
|
2021
Q2 | $288K | Buy |
3,582
+687
| +24% | +$55.2K | 0.03% | 504 |
|
|
2021
Q1 | $227K | Buy |
2,895
+18
| +0.6% | +$1.41K | 0.03% | 472 |
|
|
2020
Q4 | $208K | Buy |
+2,877
| New | +$208K | 0.03% | 442 |
|
|
2019
Q1 | – | Sell |
-5,464
| Closed | -$262K | – | 383 |
|
|
2018
Q4 | $262K | Buy |
+5,464
| New | +$262K | 0.07% | 273 |
|