Center for Financial Planning’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 | $81.6K | Hold |
660
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $79K | Hold |
660
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $82.5K | Hold |
660
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $81.6K | Hold |
660
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $74.9K | Hold |
660
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $78.1K | Hold |
660
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $75.3K | Hold |
660
| – | – | 0.01% | 184 |
|
|
2023
Q3 | $66.6K | Hold |
660
| – | – | 0.01% | 189 |
|
|
2023
Q2 | $70.7K | Hold |
660
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $67.8K | Hold |
660
| – | – | 0.02% | 190 |
|
|
2022
Q4 | $66.5K | Hold |
660
| – | – | 0.02% | 192 |
|
|
2022
Q3 | $59K | Hold |
660
| – | – | 0.02% | 199 |
|
|
2022
Q2 | $62K | Hold |
660
| – | – | 0.02% | 202 |
|
|
2022
Q1 | $72K | Hold |
660
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $73K | Hold |
660
| – | – | 0.01% | 196 |
|
|
2021
Q3 | $68K | Hold |
660
| – | – | 0.02% | 190 |
|
|
2021
Q2 | $70K | Sell |
660
-16
| -2% | -$1.7K | 0.02% | 189 |
|
|
2021
Q1 | $69K | Buy |
676
+16
| +2% | +$1.63K | 0.02% | 186 |
|
|
2020
Q4 | $57K | Sell |
660
-90
| -12% | -$7.77K | 0.02% | 193 |
|
|
2020
Q3 | $51K | Hold |
750
| – | – | 0.02% | 185 |
|
|
2020
Q2 | $50K | Hold |
750
| – | – | 0.02% | 186 |
|
|
2020
Q1 | $41K | Hold |
750
| – | – | 0.01% | 187 |
|
|
2019
Q4 | $64K | Buy |
+750
| New | +$64K | 0.02% | 167 |
|