BKM 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 | $5.09M | Sell |
41,160
-113
| -0.3% | -$14K | 1.99% | 9 |
|
|
2025
Q1 | $4.94M | Sell |
41,273
-374
| -0.9% | -$44.8K | 2.03% | 7 |
|
|
2024
Q4 | $5.2M | Sell |
41,647
-594
| -1% | -$74.2K | 2.14% | 8 |
|
|
2024
Q3 | $5.22M | Sell |
42,241
-606
| -1% | -$74.9K | 2.12% | 7 |
|
|
2024
Q2 | $4.86M | Buy |
42,847
+1,921
| +5% | +$218K | 2.34% | 5 |
|
|
2024
Q1 | $4.84M | Buy |
40,926
+1,505
| +4% | +$178K | 2.08% | 7 |
|
|
2023
Q4 | $4.5M | Buy |
+39,421
| New | +$4.5M | 1.92% | 8 |
|