9WM
9258 Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.72M | Hold |
13,918
| – | – | 0.25% | 81 |
|
|
2024
Q2 | $1.58M | Hold |
13,918
| – | – | 0.24% | 82 |
|
|
2024
Q1 | $1.65M | Sell |
13,918
-369
| -3% | -$43.6K | 0.26% | 80 |
|
|
2023
Q4 | $1.63M | Buy |
14,287
+374
| +3% | +$42.7K | 0.29% | 71 |
|
|
2023
Q3 | $1.4M | Buy |
13,913
+202
| +1% | +$20.4K | 0.27% | 74 |
|
|
2023
Q2 | $1.47M | Sell |
13,711
-7
| -0.1% | -$750 | 0.28% | 72 |
|
|
2023
Q1 | $1.41M | Sell |
13,718
-75
| -0.5% | -$7.71K | 0.28% | 69 |
|
|
2022
Q4 | $1.39M | Buy |
13,793
+5,904
| +75% | +$595K | 0.3% | 73 |
|
|
2022
Q3 | $710K | Sell |
7,889
-195
| -2% | -$17.6K | 0.18% | 119 |
|
|
2022
Q2 | $763K | Hold |
8,084
| – | – | 0.2% | 122 |
|
|
2022
Q1 | $886K | Buy |
8,084
+49
| +0.6% | +$5.37K | 0.21% | 122 |
|
|
2021
Q4 | $889K | Buy |
8,035
+670
| +9% | +$74.1K | 0.2% | 123 |
|
|
2021
Q3 | $759K | Hold |
7,365
| – | – | 0.2% | 125 |
|
|
2021
Q2 | $776K | Hold |
7,365
| – | – | 0.21% | 121 |
|
|
2021
Q1 | $751K | Hold |
7,365
| – | – | 0.23% | 114 |
|
|
2020
Q4 | $636K | Sell |
7,365
-593
| -7% | -$51.2K | 0.21% | 124 |
|
|
2020
Q3 | $555K | Buy |
7,958
+3,065
| +63% | +$214K | 0.21% | 125 |
|
|
2020
Q2 | $650K | Sell |
4,893
-129
| -3% | -$17.1K | 0.26% | 104 |
|
|
2020
Q1 | $613K | Sell |
5,022
-835
| -14% | -$102K | 0.27% | 104 |
|
|
2019
Q4 | $1M | Buy |
+5,857
| New | +$1M | 0.37% | 73 |
|