Cosner 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 | $261K | Sell |
2,112
-39
| -2% | -$4.82K | 0.15% | 32 |
|
|
2025
Q1 | $258K | Hold |
2,151
| – | – | 0.16% | 32 |
|
|
2024
Q4 | $269K | Hold |
2,151
| – | – | 0.17% | 33 |
|
|
2024
Q3 | $266K | Hold |
2,151
| – | – | 0.17% | 34 |
|
|
2024
Q2 | $244K | Sell |
2,151
-35
| -2% | -$3.97K | 0.17% | 30 |
|
|
2024
Q1 | $259K | Sell |
2,186
-1
| -0% | -$118 | 0.19% | 32 |
|
|
2023
Q4 | $249K | Sell |
2,187
-52,610
| -96% | -$6M | 0.21% | 31 |
|
|
2023
Q3 | $5.53M | Buy |
54,797
+16,063
| +41% | +$1.62M | 4.87% | 11 |
|
|
2023
Q2 | $4.15M | Buy |
+38,734
| New | +$4.15M | 3.42% | 11 |
|