Acropolis Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,370
| Closed | -$117K | – | 186 |
|
|
2019
Q4 | $117K | Buy |
1,370
+4
| +0.3% | +$342 | 0.02% | 159 |
|
|
2019
Q3 | $109K | Buy |
+1,366
| New | +$109K | 0.02% | 158 |
|
|
2015
Q2 | – | Sell |
-1,664
| Closed | -$109K | – | 138 |
|
|
2015
Q1 | $109K | Sell |
1,664
-1,128
| -40% | -$73.9K | 0.02% | 143 |
|
|
2014
Q4 | $178K | Hold |
2,792
| – | – | 0.03% | 120 |
|
|
2014
Q3 | $168K | Sell |
2,792
-220
| -7% | -$13.2K | 0.03% | 121 |
|
|
2014
Q2 | $191K | Sell |
3,012
-460
| -13% | -$29.2K | 0.04% | 117 |
|
|
2014
Q1 | $209K | Sell |
3,472
-556
| -14% | -$33.5K | 0.04% | 109 |
|
|
2013
Q4 | $234K | Hold |
4,028
| – | – | 0.05% | 101 |
|
|
2013
Q3 | $218K | Sell |
4,028
-3,080
| -43% | -$166K | 0.05% | 108 |
|
|
2013
Q2 | $360K | Buy |
+7,108
| New | +$360K | 0.08% | 82 |
|