Abner Herrman & Brock’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$268K | – | 101 |
|
|
2023
Q2 | $268K | Hold |
2,500
| – | – | 0.04% | 85 |
|
|
2023
Q1 | $257K | Hold |
2,500
| – | – | 0.04% | 88 |
|
|
2022
Q4 | $252K | Hold |
2,500
| – | – | 0.04% | 87 |
|
|
2022
Q3 | $225K | Sell |
2,500
-446
| -15% | -$40.1K | 0.04% | 83 |
|
|
2022
Q2 | $278K | Hold |
2,946
| – | – | 0.05% | 77 |
|
|
2022
Q1 | $323K | Hold |
2,946
| – | – | 0.05% | 78 |
|
|
2021
Q4 | $326K | Buy |
+2,946
| New | +$326K | 0.04% | 80 |
|