ClientFirst Wealth Management’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 | $279K | Hold |
2,258
| – | – | 0.29% | 36 |
|
|
2025
Q1 | $270K | Hold |
2,258
| – | – | 0.31% | 37 |
|
|
2024
Q4 | $282K | Buy |
+2,258
| New | +$282K | 0.29% | 35 |
|
|
2023
Q3 | $223K | Hold |
2,258
| – | – | 0.27% | 26 |
|
|
2023
Q2 | $247K | Hold |
2,258
| – | – | 0.29% | 24 |
|
|
2023
Q1 | $229K | Hold |
2,258
| – | – | 0.3% | 22 |
|
|
2022
Q4 | $228K | Hold |
2,258
| – | – | 0.29% | 23 |
|
|
2022
Q3 | $235K | Hold |
2,258
| – | – | 0.29% | 23 |
|
|
2022
Q2 | $213K | Hold |
2,258
| – | – | 0.32% | 26 |
|
|
2022
Q1 | $248K | Hold |
2,258
| – | – | 0.23% | 26 |
|
|
2021
Q4 | $249K | Buy |
+2,258
| New | +$249K | 0.22% | 26 |
|