Bridges Investment 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 | $367K | Hold |
2,969
| – | – | 0.01% | 323 |
|
|
2025
Q1 | $355K | Buy |
2,969
+180
| +6% | +$21.6K | 0.01% | 315 |
|
|
2024
Q4 | $349K | Hold |
2,789
| – | – | ﹤0.01% | 327 |
|
|
2024
Q3 | $345K | Sell |
2,789
-2,523
| -47% | -$312K | ﹤0.01% | 331 |
|
|
2024
Q2 | $603K | Buy |
5,312
+2,523
| +90% | +$286K | 0.01% | 246 |
|
|
2024
Q1 | $330K | Hold |
2,789
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $318K | Hold |
2,789
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $281K | Hold |
2,789
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $299K | Hold |
2,789
| – | – | 0.01% | 186 |
|
|
2023
Q1 | $287K | Sell |
2,789
-98
| -3% | -$10.1K | 0.01% | 190 |
|
|
2022
Q4 | $291K | Hold |
2,887
| – | – | 0.01% | 195 |
|
|
2022
Q3 | $260K | Hold |
2,887
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $273K | Hold |
2,887
| – | – | 0.01% | 200 |
|
|
2022
Q1 | $317K | Sell |
2,887
-2,607
| -47% | -$286K | 0.01% | 198 |
|
|
2021
Q4 | $608K | Hold |
5,494
| – | – | 0.02% | 175 |
|
|
2021
Q3 | $566K | Hold |
5,494
| – | – | 0.02% | 171 |
|
|
2021
Q2 | $579K | Buy |
5,494
+2,328
| +74% | +$245K | 0.02% | 168 |
|
|
2021
Q1 | $323K | Sell |
3,166
-66
| -2% | -$6.73K | 0.01% | 196 |
|
|
2020
Q4 | $279K | Hold |
3,232
| – | – | 0.01% | 201 |
|
|
2020
Q3 | $218K | Hold |
3,232
| – | – | 0.01% | 209 |
|
|
2020
Q2 | $215K | Buy |
+3,232
| New | +$215K | 0.01% | 215 |
|
|
2020
Q1 | – | Sell |
-4,070
| Closed | -$348K | – | 245 |
|
|
2019
Q4 | $348K | Hold |
4,070
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $325K | Hold |
4,070
| – | – | 0.01% | 352 |
|
|
2019
Q2 | $324K | Buy |
+4,070
| New | +$324K | 0.01% | 359 |
|