WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $642K | Hold |
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|
2024
Q3 | $649K | Hold |
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|
2024
Q2 | $622K | Hold |
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|
2024
Q1 | $644K | Hold |
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|
2023
Q4 | $559K | Hold |
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|
2023
Q3 | $510K | Hold |
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|
2023
Q2 | $530K | Hold |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $492K | Hold |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $460K | Hold |
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|
2022
Q1 | $558K | Hold |
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|
2021
Q4 | $616K | Hold |
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|
2021
Q3 | $572K | Hold |
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|
2021
Q2 | $584K | Hold |
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|
2021
Q1 | $566K | Buy |
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|
2020
Q4 | $510K | Hold |
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|
2020
Q3 | $422K | Hold |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $473K | Sell |
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|
2019
Q3 | $483K | Hold |
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|
2019
Q2 | $488K | Buy |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $398K | Sell |
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|
2018
Q3 | $775K | Hold |
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|
2018
Q2 | $748K | Hold |
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|
2018
Q1 | $727K | Hold |
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|
2017
Q4 | $718K | Hold |
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|
2017
Q3 | $674K | Sell |
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|
2017
Q2 | $680K | Buy |
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|
2017
Q1 | $636K | Buy |
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|
2016
Q4 | $566K | Hold |
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|
2016
Q3 | $543K | Buy |
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|
2016
Q2 | $510K | Hold |
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|
2016
Q1 | $490K | Hold |
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|
2015
Q4 | $485K | Hold |
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|
2015
Q3 | $474K | Hold |
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|
2015
Q2 | $511K | Sell |
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|
2015
Q1 | $570K | Hold |
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|
2014
Q4 | $531K | Hold |
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|
2014
Q3 | $504K | Hold |
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|
2014
Q2 | $522K | Hold |
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|
2014
Q1 | $508K | Hold |
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|
2013
Q4 | $499K | Hold |
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|
2013
Q3 | $463K | Hold |
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|
2013
Q2 | $428K | Buy |
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