Bear Mountain Capital’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 | $32.7K | Sell |
258
-625
| -71% | -$79.1K | 0.01% | 75 |
|
|
2025
Q1 | $101K | Hold |
883
| – | – | 0.04% | 48 |
|
|
2024
Q4 | $115K | Sell |
883
-99
| -10% | -$12.9K | 0.04% | 45 |
|
|
2024
Q3 | $123K | Sell |
982
-4
| -0.4% | -$502 | 0.05% | 47 |
|
|
2024
Q2 | $116K | Hold |
986
| – | – | 0.05% | 50 |
|
|
2024
Q1 | $108K | Sell |
986
-4
| -0.4% | -$438 | 0.05% | 51 |
|
|
2023
Q4 | $109K | Buy |
+990
| New | +$109K | 0.05% | 51 |
|