Elevation Wealth Partners’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 | $37.6K | Hold |
304
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $36.4K | Hold |
304
| – | – | 0.02% | 264 |
|
|
2024
Q4 | $38K | Hold |
304
| – | – | 0.02% | 257 |
|
|
2024
Q3 | $37.6K | Hold |
304
| – | – | 0.02% | 247 |
|
|
2024
Q2 | $34.5K | Hold |
304
| – | – | 0.02% | 250 |
|
|
2024
Q1 | $36K | Hold |
304
| – | – | 0.02% | 247 |
|
|
2023
Q4 | $30.7K | Hold |
304
| – | – | 0.02% | 243 |
|
|
2023
Q3 | $30.7K | Hold |
304
| – | – | 0.03% | 180 |
|
|
2023
Q2 | $32.6K | Hold |
304
| – | – | 0.03% | 186 |
|
|
2023
Q1 | $31.2K | Buy |
+304
| New | +$31.2K | 0.03% | 193 |
|