YHB Investment Advisors’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 | $1.22M | Sell |
13,412
-25
| -0.2% | -$2.28K | 0.09% | 149 |
|
|
2025
Q1 | $1.12M | Sell |
13,437
-400
| -3% | -$33.3K | 0.09% | 147 |
|
|
2024
Q4 | $1.26M | Hold |
13,837
| – | – | 0.1% | 141 |
|
|
2024
Q3 | $1.27M | Hold |
13,837
| – | – | 0.11% | 140 |
|
|
2024
Q2 | $1.22M | Hold |
13,837
| – | – | 0.1% | 142 |
|
|
2024
Q1 | $1.26M | Sell |
13,837
-1,275
| -8% | -$116K | 0.11% | 139 |
|
|
2023
Q4 | $1.2M | Sell |
15,112
-4,595
| -23% | -$364K | 0.12% | 136 |
|
|
2023
Q3 | $1.42M | Sell |
19,707
-700
| -3% | -$50.6K | 0.13% | 133 |
|
|
2023
Q2 | $1.53M | Hold |
20,407
| – | – | 0.14% | 129 |
|
|
2023
Q1 | $1.46M | Hold |
20,407
| – | – | 0.15% | 123 |
|
|
2022
Q4 | $1.39M | Hold |
20,407
| – | – | 0.15% | 125 |
|
|
2022
Q3 | $1.29M | Sell |
20,407
-514
| -2% | -$32.4K | 0.14% | 128 |
|
|
2022
Q2 | $1.33M | Buy |
20,921
+122
| +0.6% | +$7.77K | 0.14% | 129 |
|
|
2022
Q1 | $1.61M | Hold |
20,799
| – | – | 0.14% | 129 |
|
|
2021
Q4 | $1.77M | Buy |
20,799
+775
| +4% | +$66.1K | 0.14% | 141 |
|
|
2021
Q3 | $1.59M | Hold |
20,024
| – | – | 0.14% | 140 |
|
|
2021
Q2 | $1.62M | Hold |
20,024
| – | – | 0.14% | 139 |
|
|
2021
Q1 | $1.64M | Hold |
20,024
| – | – | 0.14% | 139 |
|
|
2020
Q4 | $1.45M | Hold |
20,024
| – | – | 0.14% | 137 |
|
|
2020
Q3 | $1.2M | Buy |
+20,024
| New | +$1.2M | 0.13% | 140 |
|