WJA
Willis Johnson & Associates’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 | $62.2M | Buy |
683,375
+35,745
| +6% | +$3.25M | 4.22% | 5 |
|
|
2025
Q1 | $53.9M | Buy |
647,630
+1,312
| +0.2% | +$109K | 4.08% | 6 |
|
|
2024
Q4 | $58.8M | Buy |
646,318
+14,003
| +2% | +$1.27M | 4.51% | 5 |
|
|
2024
Q3 | $58.1M | Buy |
632,315
+15,192
| +2% | +$1.4M | 4.42% | 5 |
|
|
2024
Q2 | $54.4M | Buy |
617,123
+9,453
| +2% | +$833K | 4.46% | 5 |
|
|
2024
Q1 | $55.4M | Buy |
607,670
+5,649
| +0.9% | +$515K | 4.82% | 5 |
|
|
2023
Q4 | $47.7M | Buy |
602,021
+18,759
| +3% | +$1.49M | 4.35% | 5 |
|
|
2023
Q3 | $42.1M | Buy |
583,262
+18,844
| +3% | +$1.36M | 4.32% | 6 |
|
|
2023
Q2 | $42.3M | Buy |
564,418
+16,808
| +3% | +$1.26M | 4.51% | 6 |
|
|
2023
Q1 | $39.2M | Buy |
547,610
+20,837
| +4% | +$1.49M | 4.65% | 6 |
|
|
2022
Q4 | $36M | Buy |
526,773
+25,680
| +5% | +$1.75M | 4.69% | 6 |
|
|
2022
Q3 | $31.6M | Sell |
501,093
-531
| -0.1% | -$33.5K | 4.6% | 6 |
|
|
2022
Q2 | $32M | Buy |
501,624
+13,959
| +3% | +$890K | 4.46% | 6 |
|
|
2022
Q1 | $37.7M | Buy |
487,665
+23,292
| +5% | +$1.8M | 4.95% | 6 |
|
|
2021
Q4 | $39.6M | Buy |
464,373
+12,148
| +3% | +$1.04M | 5.11% | 5 |
|
|
2021
Q3 | $35.8M | Buy |
452,225
+11,731
| +3% | +$929K | 4.98% | 5 |
|
|
2021
Q2 | $35.6M | Buy |
440,494
+12,521
| +3% | +$1.01M | 5.05% | 5 |
|
|
2021
Q1 | $33.5M | Buy |
427,973
+3,413
| +0.8% | +$267K | 5.14% | 7 |
|
|
2020
Q4 | $30.7M | Buy |
+424,560
| New | +$30.7M | 5.12% | 5 |
|