Dopkins 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 | $214K | Hold |
1,732
| – | – | 0.1% | 77 |
|
|
2025
Q1 | $207K | Hold |
1,732
| – | – | 0.11% | 78 |
|
|
2024
Q4 | $216K | Hold |
1,732
| – | – | 0.11% | 79 |
|
|
2024
Q3 | $214K | Sell |
1,732
-65
| -4% | -$8.04K | 0.17% | 58 |
|
|
2024
Q2 | $204K | Hold |
1,797
| – | – | 0.12% | 79 |
|
|
2024
Q1 | $213K | Buy |
+1,797
| New | +$213K | 0.13% | 74 |
|