Dakota 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 | $6.96M | Buy |
56,308
+4,919
| +10% | +$608K | 0.15% | 126 |
|
|
2025
Q1 | $6.15M | Buy |
51,389
+5,490
| +12% | +$657K | 0.14% | 134 |
|
|
2024
Q4 | $5.74M | Buy |
45,899
+5,072
| +12% | +$634K | 0.13% | 139 |
|
|
2024
Q3 | $5.05M | Buy |
40,827
+6,954
| +21% | +$860K | 0.11% | 159 |
|
|
2024
Q2 | $3.84M | Buy |
33,873
+28,099
| +487% | +$3.19M | 0.09% | 195 |
|
|
2024
Q1 | $683K | Buy |
5,774
+294
| +5% | +$34.8K | 0.02% | 444 |
|
|
2023
Q4 | $625K | Buy |
5,480
+6
| +0.1% | +$684 | 0.02% | 387 |
|
|
2023
Q3 | $552K | Buy |
+5,474
| New | +$552K | 0.02% | 386 |
|