Founders Financial Securities’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
$337K Sell
2,728
-12
-0.4% -$1.48K 0.03% 397
2025
Q1
$314K Sell
2,740
-61
-2% -$6.99K 0.03% 388
2024
Q4
$350K Buy
+2,801
New +$350K 0.03% 358
2022
Q1
Sell
-6,192
Closed -$685K 269
2021
Q4
$685K Buy
6,192
+25
+0.4% +$2.77K 0.12% 140
2021
Q3
$635K Sell
6,167
-2,707
-31% -$279K 0.13% 141
2021
Q2
$935K Buy
8,874
+431
+5% +$45.4K 0.19% 115
2021
Q1
$861K Buy
+8,443
New +$861K 0.2% 104