Brightwater Advisory’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 | $4.13M | Sell |
33,402
-212
| -0.6% | -$26.2K | 2.97% | 14 |
|
|
2025
Q1 | $4.02M | Sell |
33,614
-31
| -0.1% | -$3.71K | 3.18% | 13 |
|
|
2024
Q4 | $4.2M | Sell |
33,645
-151
| -0.4% | -$18.9K | 3.3% | 14 |
|
|
2024
Q3 | $4.18M | Sell |
33,796
-411
| -1% | -$50.8K | 3.07% | 14 |
|
|
2024
Q2 | $3.88M | Sell |
34,207
-178
| -0.5% | -$20.2K | 3% | 13 |
|
|
2024
Q1 | $4.07M | Sell |
34,385
-249
| -0.7% | -$29.5K | 3.27% | 14 |
|
|
2023
Q4 | $3.95M | Buy |
+34,634
| New | +$3.95M | 3.33% | 14 |
|