Evergreen Private 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 | $78K | Hold |
631
| – | – | 0.03% | 102 |
|
|
2025
Q1 | $75.6K | Sell |
631
-81
| -11% | -$9.7K | 0.04% | 104 |
|
|
2024
Q4 | $89K | Sell |
712
-34
| -5% | -$4.25K | 0.04% | 102 |
|
|
2024
Q3 | $92.2K | Sell |
746
-3
| -0.4% | -$371 | 0.04% | 102 |
|
|
2024
Q2 | $85K | Sell |
749
-1,294
| -63% | -$147K | 0.04% | 102 |
|
|
2024
Q1 | $242K | Sell |
2,043
-1,587
| -44% | -$188K | 0.12% | 65 |
|
|
2023
Q4 | $414K | Buy |
+3,630
| New | +$414K | 0.22% | 58 |
|