Bogart Wealth LLC’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 | $240K | Buy |
1,940
+747
| +63% | +$92.3K | 0.01% | 212 |
|
|
2025
Q1 | $143K | Hold |
1,193
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $149K | Hold |
1,193
| – | – | 0.01% | 250 |
|
|
2024
Q3 | $147K | Buy |
1,193
+28
| +2% | +$3.46K | 0.01% | 252 |
|
|
2024
Q2 | $132K | Sell |
1,165
-28
| -2% | -$3.18K | 0.01% | 260 |
|
|
2024
Q1 | $141K | Buy |
1,193
+28
| +2% | +$3.31K | 0.01% | 230 |
|
|
2023
Q4 | $133K | Hold |
1,165
| – | – | 0.01% | 229 |
|
|
2023
Q3 | $118K | Hold |
1,165
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $125K | Hold |
1,165
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $120K | Buy |
1,165
+1,024
| +726% | +$105K | 0.01% | 216 |
|
|
2022
Q4 | $14.2K | Sell |
141
-48
| -25% | -$4.83K | ﹤0.01% | 488 |
|
|
2022
Q3 | $17K | Buy |
189
+48
| +34% | +$4.32K | ﹤0.01% | 458 |
|
|
2022
Q2 | $13K | Buy |
141
+1
| +0.7% | +$92 | ﹤0.01% | 493 |
|
|
2022
Q1 | $15K | Sell |
140
-6
| -4% | -$643 | ﹤0.01% | 427 |
|
|
2021
Q4 | $16K | Hold |
146
| – | – | ﹤0.01% | 405 |
|
|
2021
Q3 | $15K | Sell |
146
-49
| -25% | -$5.03K | ﹤0.01% | 396 |
|
|
2021
Q2 | $21K | Buy |
195
+140
| +255% | +$15.1K | ﹤0.01% | 340 |
|
|
2021
Q1 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 457 |
|