Barber Financial Group’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
Q1 | $2.77M | Buy |
26,909
+7,735
| +40% | +$795K | 0.49% | 29 |
|
|
2022
Q4 | $1.93M | Buy |
19,174
+3,945
| +26% | +$398K | 0.54% | 27 |
|
|
2022
Q3 | $1.37M | Sell |
15,229
-767,886
| -98% | -$69.1M | 0.4% | 33 |
|
|
2022
Q2 | $73.9M | Buy |
783,115
+72,188
| +10% | +$6.82M | 12.11% | 4 |
|
|
2022
Q1 | $77.9M | Buy |
710,927
+508,168
| +251% | +$55.7M | 10.38% | 2 |
|
|
2021
Q4 | $22.4M | Sell |
202,759
-171,748
| -46% | -$19M | 2.7% | 10 |
|
|
2021
Q3 | $38.6M | Sell |
374,507
-136,403
| -27% | -$14.1M | 4.99% | 9 |
|
|
2021
Q2 | $53.8M | Buy |
510,910
+15,357
| +3% | +$1.62M | 7.32% | 2 |
|
|
2021
Q1 | $50.5M | Buy |
+495,553
| New | +$50.5M | 7.37% | 2 |
|