Claro 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 | $836K | Sell |
6,766
-3,833
| -36% | -$474K | 0.14% | 141 |
|
|
2025
Q1 | $1.27M | Sell |
10,599
-362
| -3% | -$43.3K | 0.17% | 115 |
|
|
2024
Q4 | $1.37M | Sell |
10,961
-597
| -5% | -$74.6K | 0.19% | 99 |
|
|
2024
Q3 | $1.43M | Sell |
11,558
-46
| -0.4% | -$5.69K | 0.18% | 111 |
|
|
2024
Q2 | $1.32M | Buy |
11,604
+9
| +0.1% | +$1.02K | 0.21% | 97 |
|
|
2024
Q1 | $1.37M | Buy |
11,595
+1,822
| +19% | +$216K | 0.24% | 89 |
|
|
2023
Q4 | $1.11M | Buy |
+9,773
| New | +$1.11M | 0.24% | 89 |
|