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 |
|