HCR Wealth Advisors’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 | $215K | Buy |
1,740
+3
| +0.2% | +$371 | 0.03% | 218 |
|
|
2025
Q1 | $208K | Hold |
1,737
| – | – | 0.03% | 220 |
|
|
2024
Q4 | $217K | Hold |
1,737
| – | – | 0.03% | 214 |
|
|
2024
Q3 | $215K | Buy |
+1,737
| New | +$215K | 0.03% | 216 |
|
|
2024
Q2 | – | Sell |
-1,737
| Closed | -$206K | – | 226 |
|
|
2024
Q1 | $206K | Buy |
+1,737
| New | +$206K | 0.03% | 212 |
|
|
2021
Q1 | – | Sell |
-1,372
| Closed | -$99K | – | 206 |
|
|
2020
Q4 | $99K | Buy |
1,372
+730
| +114% | +$52.7K | 0.02% | 187 |
|
|
2020
Q3 | $77K | Sell |
642
-4
| -0.6% | -$480 | 0.02% | 171 |
|
|
2020
Q2 | $72K | Buy |
646
+4
| +0.6% | +$446 | 0.02% | 170 |
|
|
2020
Q1 | $57K | Sell |
642
-4
| -0.6% | -$355 | 0.02% | 171 |
|
|
2019
Q4 | $77K | Buy |
+646
| New | +$77K | 0.02% | 174 |
|