Blackston Financial Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Sell |
6,590
-2,465
| -27% | -$305K | 0.37% | 47 |
|
|
2025
Q1 | $1.08M | Sell |
9,055
-834
| -8% | -$99.9K | 0.55% | 31 |
|
|
2024
Q4 | $1.24M | Sell |
9,889
-365
| -4% | -$45.6K | 0.62% | 27 |
|
|
2024
Q3 | $1.27M | Buy |
+10,254
| New | +$1.27M | 0.66% | 23 |
|
|
2023
Q3 | – | Sell |
-5,134
| Closed | -$550K | – | 91 |
|
|
2023
Q2 | $550K | Sell |
5,134
-282
| -5% | -$30.2K | 0.4% | 38 |
|
|
2023
Q1 | $557K | Buy |
5,416
+375
| +7% | +$38.6K | 0.42% | 40 |
|
|
2022
Q4 | $508K | Buy |
5,041
+304
| +6% | +$30.6K | 0.37% | 45 |
|
|
2022
Q3 | $475K | Buy |
4,737
+995
| +27% | +$99.8K | 0.33% | 47 |
|
|
2022
Q2 | $359K | Sell |
3,742
-244
| -6% | -$23.4K | 0.23% | 59 |
|
|
2022
Q1 | $411K | Buy |
3,986
+495
| +14% | +$51K | 0.27% | 49 |
|
|
2021
Q4 | $386K | Buy |
+3,491
| New | +$386K | 0.22% | 53 |
|