Founders Financial Alliance’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 | $50.5K | Sell |
409
-136
| -25% | -$16.8K | 0.01% | 386 |
|
|
2025
Q1 | $65.3K | Hold |
545
| – | – | 0.02% | 419 |
|
|
2024
Q4 | $68K | Buy |
545
+1
| +0.2% | +$125 | 0.02% | 360 |
|
|
2024
Q3 | $67.2K | Buy |
544
+1
| +0.2% | +$124 | 0.02% | 370 |
|
|
2024
Q2 | $61.6K | Buy |
543
+10
| +2% | +$1.14K | 0.02% | 358 |
|
|
2024
Q1 | $63K | Buy |
533
+235
| +79% | +$27.8K | 0.02% | 362 |
|
|
2023
Q4 | $34K | Hold |
298
| – | – | 0.01% | 364 |
|
|
2023
Q3 | $30.1K | Sell |
298
-66
| -18% | -$6.66K | 0.01% | 353 |
|
|
2023
Q2 | $39K | Buy |
364
+66
| +22% | +$7.07K | 0.02% | 363 |
|
|
2023
Q1 | $30.4K | Hold |
298
| – | – | 0.02% | 346 |
|
|
2022
Q4 | $30K | Hold |
298
| – | – | 0.01% | 371 |
|
|
2022
Q3 | $27K | Sell |
298
-82
| -22% | -$7.43K | 0.01% | 369 |
|
|
2022
Q2 | $36K | Buy |
380
+82
| +28% | +$7.77K | 0.02% | 365 |
|
|
2022
Q1 | $33K | Hold |
298
| – | – | 0.01% | 346 |
|
|
2021
Q4 | $33K | Hold |
298
| – | – | 0.01% | 381 |
|
|
2021
Q3 | $31K | Hold |
298
| – | – | 0.01% | 356 |
|
|
2021
Q2 | $31K | Hold |
298
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $33K | Hold |
298
| – | – | 0.02% | 355 |
|
|
2020
Q4 | $26K | Hold |
298
| – | – | 0.01% | 331 |
|
|
2020
Q3 | $21K | Buy |
+298
| New | +$21K | 0.01% | 567 |
|