GPS Wealth Strategies Group’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 | $79.7K | Sell |
645
-100
| -13% | -$12.4K | 0.01% | 522 |
|
|
2025
Q1 | $89.3K | Buy |
745
+1
| +0.1% | +$120 | 0.01% | 483 |
|
|
2024
Q4 | $93K | Buy |
744
+1
| +0.1% | +$125 | 0.01% | 453 |
|
|
2024
Q3 | $91.8K | Buy |
743
+80
| +12% | +$9.89K | 0.01% | 455 |
|
|
2024
Q2 | $75.2K | Buy |
663
+445
| +204% | +$50.5K | 0.01% | 448 |
|
|
2024
Q1 | $25.8K | Sell |
218
-13
| -6% | -$1.54K | ﹤0.01% | 661 |
|
|
2023
Q4 | $26.3K | Hold |
231
| – | – | ﹤0.01% | 626 |
|
|
2023
Q3 | $23.3K | Hold |
231
| – | – | ﹤0.01% | 661 |
|
|
2023
Q2 | $24.7K | Buy |
231
+63
| +38% | +$6.75K | ﹤0.01% | 655 |
|
|
2023
Q1 | $17.3K | Buy |
+168
| New | +$17.3K | ﹤0.01% | 719 |
|
|
2022
Q4 | – | Sell |
-168
| Closed | -$15K | – | 581 |
|
|
2022
Q3 | $15K | Hold |
168
| – | – | ﹤0.01% | 683 |
|
|
2022
Q2 | $16K | Hold |
168
| – | – | ﹤0.01% | 669 |
|
|
2022
Q1 | $18K | Hold |
168
| – | – | ﹤0.01% | 610 |
|
|
2021
Q4 | $19K | Hold |
168
| – | – | ﹤0.01% | 601 |
|
|
2021
Q3 | $17K | Hold |
168
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $18K | Hold |
168
| – | – | ﹤0.01% | 611 |
|
|
2021
Q1 | $17K | Buy |
+168
| New | +$17K | 0.01% | 583 |
|