Envestnet Portfolio Solutions’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 | $8.09M | Sell |
65,451
-22,259
| -25% | -$2.75M | 0.03% | 264 |
|
|
2025
Q1 | $10.5M | Buy |
87,710
+345
| +0.4% | +$41.3K | 0.04% | 223 |
|
|
2024
Q4 | $10.9M | Sell |
87,365
-6,645
| -7% | -$830K | 0.04% | 230 |
|
|
2024
Q3 | $11.6M | Sell |
94,010
-2,816
| -3% | -$348K | 0.04% | 223 |
|
|
2024
Q2 | $11M | Buy |
96,826
+1,566
| +2% | +$178K | 0.04% | 218 |
|
|
2024
Q1 | $11.3M | Sell |
95,260
-501
| -0.5% | -$59.3K | 0.04% | 207 |
|
|
2023
Q4 | $10.9M | Sell |
95,761
-9,962
| -9% | -$1.14M | 0.05% | 198 |
|
|
2023
Q3 | $10.7M | Buy |
+105,723
| New | +$10.7M | 0.05% | 180 |
|