Elwood & Goetz Wealth Advisory 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 | $755K | Hold |
6,109
| – | – | 0.16% | 41 |
|
|
2025
Q1 | $731K | Hold |
6,109
| – | – | 0.18% | 35 |
|
|
2024
Q4 | $763K | Hold |
6,109
| – | – | 0.19% | 38 |
|
|
2024
Q3 | $755K | Buy |
6,109
+31
| +0.5% | +$3.83K | 0.19% | 38 |
|
|
2024
Q2 | $690K | Hold |
6,078
| – | – | 0.2% | 34 |
|
|
2024
Q1 | $719K | Buy |
6,078
+20
| +0.3% | +$2.37K | 0.17% | 41 |
|
|
2023
Q4 | $691K | Buy |
6,058
+74
| +1% | +$8.44K | 0.15% | 40 |
|
|
2023
Q3 | $604K | Hold |
5,984
| – | – | 0.14% | 41 |
|
|
2023
Q2 | $641K | Hold |
5,984
| – | – | 0.15% | 39 |
|
|
2023
Q1 | $615K | Sell |
5,984
-73
| -1% | -$7.5K | 0.15% | 36 |
|
|
2022
Q4 | $611K | Sell |
6,057
-47
| -0.8% | -$4.74K | 0.19% | 36 |
|
|
2022
Q3 | $549K | Hold |
6,104
| – | – | 0.19% | 35 |
|
|
2022
Q2 | $576K | Hold |
6,104
| – | – | 0.19% | 34 |
|
|
2022
Q1 | $669K | Hold |
6,104
| – | – | 0.21% | 32 |
|
|
2021
Q4 | $676K | Buy |
6,104
+45
| +0.7% | +$4.98K | 0.21% | 32 |
|
|
2021
Q3 | $624K | Hold |
6,059
| – | – | 0.22% | 30 |
|
|
2021
Q2 | $638K | Sell |
6,059
-325
| -5% | -$34.2K | 0.24% | 27 |
|
|
2021
Q1 | $651K | Hold |
6,384
| – | – | 0.27% | 25 |
|
|
2020
Q4 | $551K | Hold |
6,384
| – | – | 0.25% | 27 |
|
|
2020
Q3 | $430K | Hold |
6,384
| – | – | 0.23% | 27 |
|
|
2020
Q2 | $424K | Buy |
+6,384
| New | +$424K | 0.26% | 23 |
|