FIG
FundX Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $45.1M | Sell |
407,912
-1,913
| -0.5% | -$212K | 10.98% | 3 |
|
|
2021
Q3 | $42.2M | Sell |
409,825
-30,702
| -7% | -$3.16M | 19.95% | 2 |
|
|
2021
Q2 | $2.32K | Buy |
440,527
+433,931
| +6,579% | +$2.28K | 0.24% | 20 |
|
|
2021
Q1 | $672K | Buy |
+6,596
| New | +$672K | 0.38% | 27 |
|
|
2017
Q2 | – | Sell |
-308,760
| Closed | -$45.8M | – | 46 |
|
|
2017
Q1 | $45.8M | Buy |
308,760
+112,451
| +57% | +$16.7M | 19.27% | 1 |
|
|
2016
Q4 | $28.5M | Buy |
196,309
+1,340
| +0.7% | +$195K | 9.98% | 3 |
|
|
2016
Q3 | $25.9M | Buy |
194,969
+96,646
| +98% | +$12.9M | 6.63% | 4 |
|
|
2016
Q2 | $12.6M | Buy |
+98,323
| New | +$12.6M | 3.15% | 13 |
|
|
2014
Q1 | – | Sell |
-5,145
| Closed | -$598K | – | 19 |
|
|
2013
Q4 | $598K | Sell |
5,145
-588,364
| -99% | -$68.4M | 0.27% | 17 |
|
|
2013
Q3 | $64.1M | Buy |
593,509
+40,305
| +7% | +$4.35M | 25.38% | 1 |
|
|
2013
Q2 | $56M | Buy |
+553,204
| New | +$56M | 23.92% | 1 |
|