GA
Goldstein Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
3,420
| – | – | 0.06% | 104 |
|
|
2025
Q1 | $409K | Hold |
3,420
| – | – | 0.06% | 106 |
|
|
2024
Q4 | $427K | Hold |
3,420
| – | – | 0.06% | 102 |
|
|
2024
Q3 | $423K | Hold |
3,420
| – | – | 0.06% | 97 |
|
|
2024
Q2 | $388K | Hold |
3,420
| – | – | 0.06% | 97 |
|
|
2024
Q1 | $405K | Hold |
3,420
| – | – | 0.07% | 93 |
|
|
2023
Q4 | $390K | Hold |
3,420
| – | – | 0.07% | 120 |
|
|
2023
Q3 | $345K | Hold |
3,420
| – | – | 0.07% | 97 |
|
|
2023
Q2 | $366K | Buy |
3,420
+25
| +0.7% | +$2.68K | 0.08% | 93 |
|
|
2023
Q1 | $349K | Buy |
3,395
+1,008
| +42% | +$104K | 0.08% | 97 |
|
|
2022
Q4 | $241K | Buy |
+2,387
| New | +$241K | 0.06% | 113 |
|