BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $29.7K | Hold |
277
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $28.5K | Hold |
277
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $27.9K | Hold |
277
| – | – | ﹤0.01% | 452 |
|
|
2022
Q3 | $25K | Hold |
277
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $26K | Hold |
277
| – | – | ﹤0.01% | 465 |
|
|
2022
Q1 | $30K | Sell |
277
-283
| -51% | -$30.7K | ﹤0.01% | 462 |
|
|
2021
Q4 | $62K | Buy |
560
+283
| +102% | +$31.3K | 0.01% | 395 |
|
|
2021
Q3 | $29K | Hold |
277
| – | – | ﹤0.01% | 471 |
|
|
2021
Q2 | $29K | Sell |
277
-200
| -42% | -$20.9K | ﹤0.01% | 469 |
|
|
2021
Q1 | $49K | Hold |
477
| – | – | 0.01% | 370 |
|
|
2020
Q4 | $41K | Sell |
477
-1
| -0.2% | -$86 | 0.01% | 376 |
|
|
2020
Q3 | $32K | Sell |
478
-286
| -37% | -$19.1K | 0.01% | 378 |
|
|
2020
Q2 | $51K | Buy |
764
+586
| +329% | +$39.1K | 0.01% | 351 |
|
|
2020
Q1 | $10K | Hold |
178
| – | – | ﹤0.01% | 493 |
|
|
2019
Q4 | $15K | Hold |
178
| – | – | ﹤0.01% | 487 |
|
|
2019
Q3 | $14K | Hold |
178
| – | – | ﹤0.01% | 471 |
|
|
2019
Q2 | $14K | Hold |
178
| – | – | ﹤0.01% | 475 |
|
|
2019
Q1 | $14K | Hold |
178
| – | – | ﹤0.01% | 483 |
|
|
2018
Q4 | $12K | Hold |
178
| – | – | ﹤0.01% | 452 |
|
|
2018
Q3 | $15K | Buy |
178
+2
| +1% | +$169 | ﹤0.01% | 441 |
|
|
2018
Q2 | $14K | Buy |
+176
| New | +$14K | ﹤0.01% | 454 |
|