Concurrent Investment 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 | $1.32M | Sell |
10,651
-17
| -0.2% | -$2.1K | 0.03% | 529 |
|
|
2025
Q1 | $1.28M | Sell |
10,668
-407
| -4% | -$48.7K | 0.03% | 475 |
|
|
2024
Q4 | $1.38M | Buy |
11,075
+201
| +2% | +$25.1K | 0.04% | 412 |
|
|
2024
Q3 | $1.34M | Buy |
10,874
+1,085
| +11% | +$134K | 0.04% | 399 |
|
|
2024
Q2 | $1.11M | Buy |
9,789
+77
| +0.8% | +$8.74K | 0.04% | 399 |
|
|
2024
Q1 | $1.15M | Sell |
9,712
-16
| -0.2% | -$1.89K | 0.05% | 351 |
|
|
2023
Q4 | $1.11M | Buy |
+9,728
| New | +$1.11M | 0.05% | 318 |
|