Greenup Street Wealth Management’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 | $17.1M | Buy |
138,108
+15,025
| +12% | +$1.86M | 2.97% | 9 |
|
|
2025
Q1 | $14.7M | Buy |
123,083
+14,557
| +13% | +$1.74M | 2.92% | 10 |
|
|
2024
Q4 | $13.6M | Buy |
108,526
+22,619
| +26% | +$2.83M | 2.69% | 9 |
|
|
2024
Q3 | $10.6M | Buy |
85,907
+9,560
| +13% | +$1.18M | 2.19% | 12 |
|
|
2024
Q2 | $8.66M | Buy |
76,347
+1,859
| +2% | +$211K | 2.04% | 13 |
|
|
2024
Q1 | $8.81M | Buy |
74,488
+2,066
| +3% | +$244K | 2.21% | 11 |
|
|
2023
Q4 | $8.26M | Buy |
72,422
+2,732
| +4% | +$312K | 2.3% | 11 |
|
|
2023
Q3 | $7.03M | Buy |
69,690
+12,465
| +22% | +$1.26M | 2.3% | 10 |
|
|
2023
Q2 | $6.13M | Buy |
57,225
+9,869
| +21% | +$1.06M | 1.68% | 16 |
|
|
2023
Q1 | $4.87M | Sell |
47,356
-14,150
| -23% | -$1.45M | 1.71% | 17 |
|
|
2022
Q4 | $6.2M | Buy |
61,506
+2,377
| +4% | +$240K | 2.59% | 9 |
|
|
2022
Q3 | $5.32M | Sell |
59,129
-24,341
| -29% | -$2.19M | 2.4% | 10 |
|
|
2022
Q2 | $7.88M | Buy |
83,470
+45,319
| +119% | +$4.28M | 3.71% | 6 |
|
|
2022
Q1 | $4.18M | Buy |
38,151
+11,053
| +41% | +$1.21M | 2.31% | 9 |
|
|
2021
Q4 | $3M | Buy |
+27,098
| New | +$3M | 1.76% | 15 |
|