Enzi Wealth’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 | $275K | Hold |
2,160
| – | – | 0.1% | 57 |
|
|
2025
Q1 | $248K | Hold |
2,160
| – | – | 0.1% | 57 |
|
|
2024
Q4 | $281K | Hold |
2,160
| – | – | 0.11% | 55 |
|
|
2024
Q3 | $271K | Buy |
+2,160
| New | +$271K | 0.11% | 56 |
|
|
2023
Q2 | – | Sell |
-2,480
| Closed | -$253K | – | 64 |
|
|
2023
Q1 | $253K | Sell |
2,480
-350
| -12% | -$35.8K | 0.13% | 59 |
|
|
2022
Q4 | $308K | Hold |
2,830
| – | – | 0.15% | 57 |
|
|
2022
Q3 | $295K | Buy |
+2,830
| New | +$295K | 0.14% | 61 |
|