HB 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 | $3.57M | Buy |
28,857
+7,382
| +34% | +$912K | 0.03% | 265 |
|
|
2025
Q1 | $2.57M | Buy |
21,475
+149
| +0.7% | +$17.8K | 0.02% | 326 |
|
|
2024
Q4 | $2.66M | Buy |
21,326
+1,361
| +7% | +$170K | 0.03% | 240 |
|
|
2024
Q3 | $2.47M | Buy |
19,965
+278
| +1% | +$34.4K | 0.03% | 243 |
|
|
2024
Q2 | $2.23M | Buy |
19,687
+426
| +2% | +$48.3K | 0.03% | 246 |
|
|
2024
Q1 | $2.28M | Buy |
19,261
+2,063
| +12% | +$244K | 0.03% | 224 |
|
|
2023
Q4 | $1.96M | Buy |
17,198
+60
| +0.4% | +$6.84K | 0.03% | 230 |
|
|
2023
Q3 | $1.73M | Sell |
17,138
-3
| -0% | -$303 | 0.03% | 230 |
|
|
2023
Q2 | $1.84M | Sell |
17,141
-877
| -5% | -$94K | 0.03% | 214 |
|
|
2023
Q1 | $1.85M | Buy |
18,018
+880
| +5% | +$90.4K | 0.03% | 202 |
|
|
2022
Q4 | $1.73M | Hold |
17,138
| – | – | 0.03% | 215 |
|
|
2022
Q3 | $1.54M | Hold |
17,138
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $1.62M | Buy |
17,138
+566
| +3% | +$53.4K | 0.03% | 195 |
|
|
2022
Q1 | $1.82M | Buy |
+16,572
| New | +$1.82M | 0.03% | 196 |
|