Coppell Advisory Solutions’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
Q1 | – | Sell |
-132
| Closed | -$16.4K | – | 1062 |
|
|
2024
Q4 | $16.4K | Hold |
132
| – | – | ﹤0.01% | 940 |
|
|
2024
Q3 | $16.3K | Sell |
132
-249
| -65% | -$30.7K | ﹤0.01% | 937 |
|
|
2024
Q2 | $43.2K | Buy |
+381
| New | +$43.2K | 0.01% | 535 |
|
|
2023
Q4 | $15.1K | Buy |
+132
| New | +$15.1K | ﹤0.01% | 824 |
|
|
2023
Q3 | – | Sell |
-199
| Closed | -$21.2K | – | 1354 |
|
|
2023
Q2 | $21.2K | Buy |
+199
| New | +$21.2K | 0.01% | 549 |
|