Boston Family Office’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 | $540K | Sell |
4,370
-166
| -4% | -$20.5K | 0.04% | 200 |
|
|
2025
Q1 | $543K | Sell |
4,536
-1,253
| -22% | -$150K | 0.04% | 195 |
|
|
2024
Q4 | $723K | Sell |
5,789
-463
| -7% | -$57.8K | 0.05% | 174 |
|
|
2024
Q3 | $773K | Sell |
6,252
-767
| -11% | -$94.8K | 0.05% | 169 |
|
|
2024
Q2 | $796K | Hold |
7,019
| – | – | 0.06% | 165 |
|
|
2024
Q1 | $830K | Sell |
7,019
-1,663
| -19% | -$197K | 0.06% | 158 |
|
|
2023
Q4 | $990K | Sell |
8,682
-2,798
| -24% | -$319K | 0.07% | 151 |
|
|
2023
Q3 | $1.16M | Sell |
11,480
-1,508
| -12% | -$152K | 0.1% | 138 |
|
|
2023
Q2 | $1.39M | Hold |
12,988
| – | – | 0.11% | 127 |
|
|
2023
Q1 | $1.33M | Sell |
12,988
-2,462
| -16% | -$253K | 0.11% | 133 |
|
|
2022
Q4 | $1.56M | Hold |
15,450
| – | – | 0.13% | 123 |
|
|
2022
Q3 | $1.39M | Hold |
15,450
| – | – | 0.12% | 120 |
|
|
2022
Q2 | $1.46M | Buy |
15,450
+11,000
| +247% | +$1.04M | 0.12% | 120 |
|
|
2022
Q1 | $488K | Hold |
4,450
| – | – | 0.03% | 208 |
|
|
2021
Q4 | $493K | Buy |
+4,450
| New | +$493K | 0.03% | 213 |
|