Alpha Financial Advisors’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 | $289K | Sell |
2,336
-848
| -27% | -$105K | 0.11% | 47 |
|
|
2025
Q1 | $381K | Hold |
3,184
| – | – | 0.17% | 26 |
|
|
2024
Q4 | $398K | Hold |
3,184
| – | – | 0.18% | 27 |
|
|
2024
Q3 | $394K | Hold |
3,184
| – | – | 0.17% | 26 |
|
|
2024
Q2 | $361K | Hold |
3,184
| – | – | 0.17% | 29 |
|
|
2024
Q1 | $377K | Hold |
3,184
| – | – | 0.18% | 28 |
|
|
2023
Q4 | $363K | Sell |
3,184
-950
| -23% | -$108K | 0.18% | 28 |
|
|
2023
Q3 | $417K | Hold |
4,134
| – | – | 0.26% | 22 |
|
|
2023
Q2 | $443K | Hold |
4,134
| – | – | 0.28% | 22 |
|
|
2023
Q1 | $425K | Hold |
4,134
| – | – | 0.3% | 22 |
|
|
2022
Q4 | $417K | Buy |
+4,134
| New | +$417K | 0.36% | 22 |
|