FIA
Foundations Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,228
| Closed | -$267K | – | 965 |
|
|
2025
Q1 | $267K | Buy |
+2,228
| New | +$267K | ﹤0.01% | 747 |
|
|
2022
Q3 | – | Sell |
-2,225
| Closed | -$210K | – | 415 |
|
|
2022
Q2 | $210K | Buy |
+2,225
| New | +$210K | 0.01% | 361 |
|
|
2019
Q1 | – | Sell |
-3,349
| Closed | -$525K | – | 108 |
|
|
2018
Q4 | $525K | Buy |
+3,349
| New | +$525K | 0.11% | 59 |
|