Heartwood 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 | $362K | Sell |
2,928
-248
| -8% | -$30.6K | 0.04% | 130 |
|
|
2025
Q1 | $380K | Sell |
3,176
-4
| -0.1% | -$479 | 0.04% | 116 |
|
|
2024
Q4 | $397K | Hold |
3,180
| – | – | 0.04% | 105 |
|
|
2024
Q3 | $393K | Hold |
3,180
| – | – | 0.04% | 108 |
|
|
2024
Q2 | $361K | Hold |
3,180
| – | – | 0.04% | 117 |
|
|
2024
Q1 | $376K | Sell |
3,180
-14
| -0.4% | -$1.66K | 0.05% | 103 |
|
|
2023
Q4 | $364K | Hold |
3,194
| – | – | 0.05% | 100 |
|
|
2023
Q3 | $322K | Hold |
3,194
| – | – | 0.05% | 99 |
|
|
2023
Q2 | $342K | Hold |
3,194
| – | – | 0.05% | 101 |
|
|
2023
Q1 | $328K | Hold |
3,194
| – | – | 0.05% | 95 |
|
|
2022
Q4 | $322K | Buy |
+3,194
| New | +$322K | 0.05% | 102 |
|