Gen-Wealth Partners’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 | $295K | Buy |
2,386
+21
| +0.9% | +$2.6K | 0.11% | 171 |
|
|
2025
Q1 | $283K | Buy |
2,365
+150
| +7% | +$18K | 0.12% | 171 |
|
|
2024
Q4 | $277K | Hold |
2,215
| – | – | 0.12% | 172 |
|
|
2024
Q3 | $277K | Hold |
2,215
| – | – | 0.12% | 175 |
|
|
2024
Q2 | $251K | Hold |
2,215
| – | – | 0.12% | 175 |
|
|
2024
Q1 | $262K | Buy |
+2,215
| New | +$262K | 0.13% | 173 |
|