Garde Capital’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 | $229K | Hold |
1,857
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $222K | Hold |
1,857
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $232K | Hold |
1,857
| – | – | 0.02% | 201 |
|
|
2024
Q3 | $230K | Hold |
1,857
| – | – | 0.02% | 195 |
|
|
2024
Q2 | $211K | Sell |
1,857
-239
| -11% | -$27.2K | 0.01% | 197 |
|
|
2024
Q1 | $247K | Hold |
2,096
| – | – | 0.02% | 187 |
|
|
2023
Q4 | $239K | Buy |
+2,096
| New | +$239K | 0.02% | 188 |
|
|
2014
Q4 | – | Sell |
-4,242
| Closed | -$255K | – | 142 |
|
|
2014
Q3 | $255K | Buy |
+4,242
| New | +$255K | 0.1% | 88 |
|