Filbrandt Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $335K | Hold |
3,252
| – | – | 0.19% | 27 |
|
|
2021
Q2 | $343K | Hold |
3,252
| – | – | 0.19% | 26 |
|
|
2021
Q1 | $331K | Hold |
3,252
| – | – | 0.2% | 22 |
|
|
2020
Q4 | $281K | Hold |
3,252
| – | – | 0.18% | 25 |
|
|
2020
Q3 | $219K | Sell |
3,252
-330
| -9% | -$22.2K | 0.17% | 28 |
|
|
2020
Q2 | $238K | Buy |
3,582
+330
| +10% | +$21.9K | 0.19% | 32 |
|
|
2020
Q1 | $178K | Sell |
3,252
-312
| -9% | -$17.1K | 0.2% | 26 |
|
|
2019
Q4 | $304K | Buy |
+3,564
| New | +$304K | 0.27% | 17 |
|