Frank Rimerman Advisors’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 | $298K | Hold |
2,412
| – | – | 0.02% | 455 |
|
|
2025
Q1 | $289K | Hold |
2,412
| – | – | 0.02% | 416 |
|
|
2024
Q4 | $301K | Hold |
2,412
| – | – | 0.02% | 412 |
|
|
2024
Q3 | $298K | Hold |
2,412
| – | – | 0.02% | 422 |
|
|
2024
Q2 | $274K | Hold |
2,412
| – | – | 0.02% | 464 |
|
|
2024
Q1 | $285K | Hold |
2,412
| – | – | 0.05% | 91 |
|
|
2023
Q4 | $275K | Hold |
2,412
| – | – | 0.06% | 88 |
|
|
2023
Q3 | $243K | Hold |
2,412
| – | – | 0.06% | 86 |
|
|
2023
Q2 | $258K | Hold |
2,412
| – | – | 0.06% | 91 |
|
|
2023
Q1 | $248K | Hold |
2,412
| – | – | 0.07% | 91 |
|
|
2022
Q4 | $243K | Hold |
2,412
| – | – | 0.08% | 83 |
|
|
2022
Q3 | $217K | Hold |
2,412
| – | – | 0.08% | 85 |
|
|
2022
Q2 | $228K | Hold |
2,412
| – | – | 0.09% | 76 |
|
|
2022
Q1 | $264K | Hold |
2,412
| – | – | 0.08% | 109 |
|
|
2021
Q4 | $267K | Hold |
2,412
| – | – | 0.09% | 102 |
|
|
2021
Q3 | $249K | Hold |
2,412
| – | – | 0.1% | 96 |
|
|
2021
Q2 | $254K | Hold |
2,412
| – | – | 0.1% | 76 |
|
|
2021
Q1 | $246K | Hold |
2,412
| – | – | 0.11% | 75 |
|
|
2020
Q4 | $208K | Buy |
+2,412
| New | +$208K | 0.09% | 86 |
|