Fifth Third Wealth Advisors’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 | $4.69M | Sell |
37,936
-5,706
| -13% | -$705K | 0.2% | 91 |
|
|
2025
Q1 | $5.23M | Buy |
43,642
+17,040
| +64% | +$2.04M | 0.27% | 59 |
|
|
2024
Q4 | $3.32M | Sell |
26,602
-90
| -0.3% | -$11.2K | 0.18% | 84 |
|
|
2024
Q3 | $3.3M | Buy |
26,692
+2,157
| +9% | +$267K | 0.2% | 71 |
|
|
2024
Q2 | $2.78M | Buy |
24,535
+742
| +3% | +$84.2K | 0.21% | 64 |
|
|
2024
Q1 | $2.81M | Buy |
+23,793
| New | +$2.81M | 0.44% | 41 |
|