Caitlin John’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
Q1 | – | Sell |
-217
| Closed | -$27.1K | – | 435 |
|
2024
Q4 | $27.1K | Hold |
217
| – | – | 0.02% | 318 |
|
2024
Q3 | $28.3K | Sell |
217
-34
| -14% | -$4.44K | 0.02% | 328 |
|
2024
Q2 | $28.5K | Hold |
251
| – | – | 0.02% | 310 |
|
2024
Q1 | $29.7K | Sell |
251
-44
| -15% | -$5.21K | 0.02% | 293 |
|
2023
Q4 | $33.6K | Buy |
+295
| New | +$33.6K | 0.03% | 266 |
|