Bromfield Sneider Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $170K | Hold |
1,440
| – | – | 0.11% | 49 |
|
|
2023
Q4 | $164K | Hold |
1,440
| – | – | 0.11% | 47 |
|
|
2023
Q3 | $145K | Hold |
1,440
| – | – | 0.11% | 46 |
|
|
2023
Q2 | $154K | Hold |
1,440
| – | – | 0.12% | 43 |
|
|
2023
Q1 | $148K | Hold |
1,440
| – | – | 0.12% | 42 |
|
|
2022
Q4 | $145K | Hold |
1,440
| – | – | 0.13% | 39 |
|
|
2022
Q3 | $130K | Hold |
1,440
| – | – | 0.15% | 39 |
|
|
2022
Q2 | $136K | Hold |
1,440
| – | – | 0.17% | 37 |
|
|
2022
Q1 | $158K | Buy |
+1,440
| New | +$158K | 0.17% | 35 |
|