Callan Family Office’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 | $398K | Buy |
3,222
+642
| +25% | +$79.3K | 0.01% | 683 |
|
|
2025
Q1 | $309K | Sell |
2,580
-194
| -7% | -$23.2K | 0.02% | 419 |
|
|
2024
Q4 | $347K | Sell |
2,774
-1,112
| -29% | -$139K | 0.02% | 450 |
|
|
2024
Q3 | $480K | Buy |
3,886
+850
| +28% | +$105K | 0.08% | 105 |
|
|
2024
Q2 | $344K | Sell |
3,036
-215
| -7% | -$24.4K | 0.07% | 110 |
|
|
2024
Q1 | $385K | Sell |
3,251
-136
| -4% | -$16.1K | 0.09% | 67 |
|
|
2023
Q4 | $386K | Hold |
3,387
| – | – | 0.1% | 66 |
|
|
2023
Q3 | $342K | Sell |
3,387
-475
| -12% | -$47.9K | 0.09% | 67 |
|
|
2023
Q2 | $414K | Hold |
3,862
| – | – | 0.11% | 70 |
|
|
2023
Q1 | $397K | Hold |
3,862
| – | – | 0.1% | 111 |
|
|
2022
Q4 | $389K | Buy |
+3,862
| New | +$389K | 0.13% | 68 |
|