Financial Perspectives’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 | $32.4K | Hold |
262
| – | – | 0.01% | 363 |
|
|
2025
Q1 | $31.4K | Hold |
262
| – | – | 0.01% | 355 |
|
|
2024
Q4 | $32.7K | Hold |
262
| – | – | 0.01% | 345 |
|
|
2024
Q3 | $32.4K | Hold |
262
| – | – | 0.01% | 324 |
|
|
2024
Q2 | $29.7K | Hold |
262
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $31K | Hold |
262
| – | – | 0.01% | 328 |
|
|
2023
Q4 | $29.9K | Hold |
262
| – | – | 0.01% | 326 |
|
|
2023
Q3 | $26.4K | Hold |
262
| – | – | 0.01% | 324 |
|
|
2023
Q2 | $28.1K | Hold |
262
| – | – | 0.01% | 326 |
|
|
2023
Q1 | $26.9K | Hold |
262
| – | – | 0.01% | 322 |
|
|
2022
Q4 | $26.4K | Hold |
262
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $23.6K | Hold |
262
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $24.7K | Hold |
262
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $28.7K | Hold |
262
| – | – | 0.01% | 317 |
|
|
2021
Q4 | $29K | Hold |
262
| – | – | 0.01% | 311 |
|
|
2021
Q3 | $27K | Hold |
262
| – | – | 0.01% | 323 |
|
|
2021
Q2 | $27.6K | Sell |
262
-26,444
| -99% | -$2.79M | 0.01% | 338 |
|
|
2021
Q1 | $262K | Buy |
26,706
+26,444
| +10,093% | +$259K | 0.01% | 371 |
|
|
2020
Q4 | $22.6K | Hold |
262
| – | – | 0.01% | 322 |
|
|
2020
Q3 | $17.7K | Hold |
262
| – | – | 0.01% | 306 |
|
|
2020
Q2 | $17.4K | Hold |
262
| – | – | 0.01% | 298 |
|
|
2020
Q1 | $14.4K | Hold |
262
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $22.4K | Buy |
+262
| New | +$22.4K | 0.02% | 247 |
|