GC Wealth Management RIA’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 | $1.94M | Sell |
15,731
-2,181
| -12% | -$270K | 0.16% | 138 |
|
|
2025
Q1 | $2.14M | Sell |
17,912
-256
| -1% | -$30.7K | 0.39% | 68 |
|
|
2024
Q4 | $2.27M | Sell |
18,168
-136
| -0.7% | -$17K | 0.4% | 59 |
|
|
2024
Q3 | $2.26M | Sell |
18,304
-20
| -0.1% | -$2.47K | 0.4% | 57 |
|
|
2024
Q2 | $2.08M | Buy |
18,324
+1,457
| +9% | +$165K | 0.41% | 54 |
|
|
2024
Q1 | $2M | Buy |
16,867
+1,434
| +9% | +$170K | 0.4% | 51 |
|
|
2023
Q4 | $1.76M | Buy |
+15,433
| New | +$1.76M | 0.79% | 28 |
|