A detailed history of New Edge Wealth, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, New Edge Wealth, LLC holds 3,059 shares of IJK stock, worth $288,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,059
Previous 3,059 -0.0%
Holding current value
$288,891
Previous $278,000 5.4%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$73.7 - $90.98 $9,286 - $11,463
126 Added 4.3%
3,059 $278,000
Q1 2025

May 09, 2025

BUY
$81.62 - $96.63 $46,523 - $55,079
570 Added 24.12%
2,933 $244,000
Q1 2024

May 06, 2024

BUY
$76.81 - $91.25 $181,502 - $215,623
2,363 New
2,363 $215,000

Others Institutions Holding IJK

About ISHARES S&P MIDCAP 400 GROWTH


  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.