EverSource Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
3,342
+1,436
| +75% | +$177K | 0.02% | 525 |
|
|
2025
Q1 | $228K | Sell |
1,906
-206
| -10% | -$24.7K | 0.01% | 605 |
|
|
2024
Q4 | $264K | Sell |
2,112
-18
| -0.8% | -$2.25K | 0.01% | 544 |
|
|
2024
Q3 | $263K | Sell |
2,130
-556
| -21% | -$68.7K | 0.02% | 483 |
|
|
2024
Q2 | $329K | Buy |
2,686
+18
| +0.7% | +$2.2K | 0.02% | 419 |
|
|
2024
Q1 | $296K | Buy |
2,668
+1,441
| +117% | +$160K | 0.02% | 378 |
|
|
2023
Q4 | $140K | Hold |
1,227
| – | – | 0.01% | 526 |
|
|
2023
Q3 | $124K | Buy |
1,227
+672
| +121% | +$67.8K | 0.01% | 502 |
|
|
2023
Q2 | $59.5K | Hold |
555
| – | – | 0.01% | 767 |
|
|
2023
Q1 | $57K | Sell |
555
-581
| -51% | -$59.7K | 0.01% | 742 |
|
|
2022
Q4 | $115K | Buy |
1,136
+581
| +105% | +$58.6K | 0.02% | 463 |
|
|
2022
Q3 | $50K | Buy |
+555
| New | +$50K | 0.01% | 636 |
|