Ground Swell Capital’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
2023
Q3
Sell
-6,808
Closed -$729K 94
2023
Q2
$729K Buy
+6,808
New +$729K 1.76% 7
2022
Q1
Sell
-2,919
Closed -$323K 87
2021
Q4
$323K Buy
+2,919
New +$323K 1.88% 15