CWM
C2C Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
13,974
-82
| -0.6% | -$10.1K | 1.56% | 16 |
|
|
2025
Q1 | $1.68M | Sell |
14,056
-28
| -0.2% | -$3.35K | 1.58% | 14 |
|
|
2024
Q4 | $1.76M | Hold |
14,084
| – | – | 1.63% | 15 |
|
|
2024
Q3 | $1.74M | Hold |
14,084
| – | – | 1.62% | 16 |
|
|
2024
Q2 | $1.6M | Hold |
14,084
| – | – | 1.56% | 16 |
|
|
2024
Q1 | $1.67M | Sell |
14,084
-40
| -0.3% | -$4.73K | 1.65% | 16 |
|
|
2023
Q4 | $1.63M | Sell |
14,124
-40
| -0.3% | -$4.61K | 1.38% | 16 |
|
|
2023
Q3 | $1.4M | Sell |
14,164
-20
| -0.1% | -$1.98K | 0.2% | 51 |
|
|
2023
Q2 | $1.56M | Buy |
14,184
+1,598
| +13% | +$176K | 0.21% | 53 |
|
|
2023
Q1 | $1.27M | Buy |
12,586
+74
| +0.6% | +$7.49K | 0.21% | 58 |
|
|
2022
Q4 | $1.33M | Sell |
12,512
-18
| -0.1% | -$1.91K | 0.23% | 47 |
|
|
2022
Q3 | $1.2M | Buy |
12,530
+80
| +0.6% | +$7.67K | 0.23% | 52 |
|
|
2022
Q2 | $1.22M | Sell |
12,450
-80
| -0.6% | -$7.85K | 0.22% | 50 |
|
|
2022
Q1 | $1.38M | Sell |
12,530
-74
| -0.6% | -$8.17K | 0.24% | 56 |
|
|
2021
Q4 | $1.4M | Buy |
+12,604
| New | +$1.4M | 0.2% | 59 |
|