Aprio 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 | $247K | Sell |
2,001
-69
| -3% | -$8.53K | 0.03% | 340 |
|
|
2025
Q1 | $248K | Buy |
2,070
+1
| +0% | +$120 | 0.03% | 310 |
|
|
2024
Q4 | $259K | Buy |
2,069
+1
| +0% | +$125 | 0.04% | 241 |
|
|
2024
Q3 | $256K | Buy |
2,068
+2
| +0.1% | +$247 | 0.04% | 224 |
|
|
2024
Q2 | $234K | Hold |
2,066
| – | – | 0.04% | 212 |
|
|
2024
Q1 | $244K | Buy |
2,066
+75
| +4% | +$8.87K | 0.05% | 188 |
|
|
2023
Q4 | $227K | Buy |
1,991
+3
| +0.2% | +$342 | 0.05% | 168 |
|
|
2023
Q3 | $201K | Hold |
1,988
| – | – | 0.06% | 163 |
|
|
2023
Q2 | $213K | Buy |
1,988
+2
| +0.1% | +$214 | 0.06% | 141 |
|
|
2023
Q1 | $204K | Hold |
1,986
| – | – | 0.06% | 129 |
|
|
2022
Q4 | $200K | Buy |
+1,986
| New | +$200K | 0.07% | 121 |
|