Brinker Capital Investments’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 | $572K | Sell |
4,633
-255
| -5% | -$31.5K | ﹤0.01% | 1449 |
|
|
2025
Q1 | $585K | Buy |
4,888
+1,508
| +45% | +$181K | 0.01% | 1347 |
|
|
2024
Q4 | $422K | Buy |
+3,380
| New | +$422K | ﹤0.01% | 1411 |
|
|
2023
Q2 | – | Sell |
-4,233
| Closed | -$435K | – | 1648 |
|
|
2023
Q1 | $435K | Buy |
+4,233
| New | +$435K | 0.01% | 1186 |
|
|
2018
Q2 | – | Sell |
-68
| Closed | -$5K | – | 628 |
|
|
2018
Q1 | $5K | Hold |
68
| – | – | ﹤0.01% | 480 |
|
|
2017
Q4 | $5K | Hold |
68
| – | – | ﹤0.01% | 471 |
|
|
2017
Q3 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 481 |
|
|
2017
Q1 | – | Sell |
-74
| Closed | -$5K | – | 479 |
|
|
2016
Q4 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 429 |
|