Foundation Wealth Management (Missouri)’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 | $6.01M | Buy |
48,611
+9,711
| +25% | +$1.2M | 4.18% | 3 |
|
|
2025
Q1 | $4.66M | Sell |
38,900
-840
| -2% | -$101K | 3.65% | 3 |
|
|
2024
Q4 | $4.97M | Sell |
39,740
-743
| -2% | -$92.8K | 3.86% | 3 |
|
|
2024
Q3 | $5M | Sell |
40,483
-1,250
| -3% | -$155K | 3.8% | 3 |
|
|
2024
Q2 | $4.74M | Sell |
41,733
-702
| -2% | -$79.6K | 3.71% | 3 |
|
|
2024
Q1 | $5.02M | Sell |
42,435
-975
| -2% | -$115K | 4.09% | 3 |
|
|
2023
Q4 | $4.95M | Buy |
43,410
+763
| +2% | +$87K | 4.42% | 3 |
|
|
2023
Q3 | $4.3M | Sell |
42,647
-4,673
| -10% | -$472K | 4.3% | 4 |
|
|
2023
Q2 | $5.07M | Buy |
47,320
+5,488
| +13% | +$588K | 4.95% | 3 |
|
|
2023
Q1 | $4.3M | Buy |
41,832
+2,984
| +8% | +$307K | 4.43% | 3 |
|
|
2022
Q4 | $3.92M | Buy |
+38,848
| New | +$3.92M | 3.98% | 5 |
|