Focus Partners 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 | $15.1M | Buy |
121,948
+4,251
| +4% | +$525K | 0.03% | 420 |
|
|
2025
Q1 | $14.1M | Buy |
117,697
+45,607
| +63% | +$5.46M | 0.04% | 403 |
|
|
2024
Q4 | $9.01M | Buy |
72,090
+48,625
| +207% | +$6.08M | 0.02% | 482 |
|
|
2024
Q3 | $2.9M | Sell |
23,465
-82,925
| -78% | -$10.3M | 0.01% | 686 |
|
|
2024
Q2 | $12.1M | Buy |
106,390
+55,214
| +108% | +$6.26M | 0.04% | 340 |
|
|
2024
Q1 | $6.05M | Buy |
51,176
+43,358
| +555% | +$5.13M | 0.05% | 292 |
|
|
2023
Q4 | $892K | Buy |
+7,818
| New | +$892K | 0.01% | 472 |
|