Clayton Financial Group’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 | – | Sell |
-2,053
| Closed | -$246K | – | 58 |
|
|
2025
Q1 | $246K | Sell |
2,053
-32
| -2% | -$3.83K | 0.09% | 99 |
|
|
2024
Q4 | $261K | Sell |
2,085
-70
| -3% | -$8.75K | 0.09% | 96 |
|
|
2024
Q3 | $266K | Sell |
2,155
-1,755
| -45% | -$217K | 0.1% | 93 |
|
|
2024
Q2 | $463K | Hold |
3,910
| – | – | 0.2% | 62 |
|
|
2024
Q1 | $463K | Buy |
+3,910
| New | +$463K | 0.21% | 60 |
|