Abound Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.9K | Hold |
469
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $56.1K | Buy |
469
+1
| +0.2% | +$120 | 0.02% | 171 |
|
|
2024
Q4 | $58.5K | Hold |
468
| – | – | 0.02% | 161 |
|
|
2024
Q3 | $57.9K | Hold |
468
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $53.1K | Hold |
468
| – | – | 0.02% | 142 |
|
|
2024
Q1 | $55.4K | Hold |
468
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $53.4K | Sell |
468
-153
| -25% | -$17.5K | 0.02% | 138 |
|
|
2023
Q3 | $62.7K | Sell |
621
-44
| -7% | -$4.44K | 0.03% | 108 |
|
|
2023
Q2 | $71.2K | Hold |
665
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $68.3K | Hold |
665
| – | – | 0.03% | 102 |
|
|
2022
Q4 | $67K | Hold |
665
| – | – | 0.03% | 90 |
|
|
2022
Q3 | $59.9K | Sell |
665
-55
| -8% | -$4.95K | 0.03% | 99 |
|
|
2022
Q2 | $68K | Buy |
+720
| New | +$68K | 0.04% | 57 |
|