FWG Investments’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 | $392K | Buy |
+3,174
| New | +$392K | 0.3% | 69 |
|
|
2025
Q1 | – | Sell |
-4,249
| Closed | -$531K | – | 80 |
|
|
2024
Q4 | $531K | Sell |
4,249
-417
| -9% | -$52.1K | 0.41% | 64 |
|
|
2024
Q3 | $577K | Buy |
4,666
+58
| +1% | +$7.17K | 0.5% | 52 |
|
|
2024
Q2 | $523K | Buy |
4,608
+6
| +0.1% | +$681 | 0.53% | 51 |
|
|
2024
Q1 | $544K | Sell |
4,602
-313
| -6% | -$37K | 0.59% | 42 |
|
|
2023
Q4 | $560K | Buy |
+4,915
| New | +$560K | 0.7% | 36 |
|