Buttonwood Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
1,812
+25
| +1% | +$3.09K | 0.09% | 98 |
|
|
2025
Q1 | $214K | Buy |
1,787
+15
| +0.8% | +$1.8K | 0.09% | 95 |
|
|
2024
Q4 | $221K | Buy |
1,772
+43
| +2% | +$5.37K | 0.1% | 95 |
|
|
2024
Q3 | $214K | Sell |
1,729
-69
| -4% | -$8.53K | 0.09% | 96 |
|
|
2024
Q2 | $204K | Hold |
1,798
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $213K | Hold |
1,798
| – | – | 0.1% | 101 |
|
|
2023
Q4 | $205K | Buy |
+1,798
| New | +$205K | 0.11% | 98 |
|
|
2023
Q3 | – | Sell |
-2,147
| Closed | -$230K | – | 100 |
|
|
2023
Q2 | $230K | Buy |
+2,147
| New | +$230K | 0.14% | 93 |
|