Evergreen Capital 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 | $233K | Hold |
1,883
| – | – | 0.01% | 944 |
|
|
2025
Q1 | $225K | Sell |
1,883
-55
| -3% | -$6.59K | 0.01% | 923 |
|
|
2024
Q4 | $242K | Sell |
1,938
-1,298
| -40% | -$162K | 0.01% | 859 |
|
|
2024
Q3 | $400K | Hold |
3,236
| – | – | 0.01% | 593 |
|
|
2024
Q2 | $367K | Sell |
3,236
-295
| -8% | -$33.5K | 0.01% | 576 |
|
|
2024
Q1 | $418K | Buy |
3,531
+114
| +3% | +$13.5K | 0.02% | 495 |
|
|
2023
Q4 | $390K | Hold |
3,417
| – | – | 0.02% | 495 |
|
|
2023
Q3 | $347K | Buy |
3,417
+581
| +20% | +$58.9K | 0.02% | 506 |
|
|
2023
Q2 | $304K | Hold |
2,836
| – | – | 0.01% | 546 |
|
|
2023
Q1 | $291K | Buy |
+2,836
| New | +$291K | 0.01% | 520 |
|
|
2021
Q4 | – | Sell |
-5,713
| Closed | -$589K | – | 642 |
|
|
2021
Q3 | $589K | Buy |
+5,713
| New | +$589K | 0.03% | 337 |
|