HHM 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
Q1 | – | Sell |
-27
| Closed | -$3.37K | – | 983 |
|
|
2024
Q4 | $3.37K | Hold |
27
| – | – | ﹤0.01% | 708 |
|
|
2024
Q3 | $3.34K | Hold |
27
| – | – | ﹤0.01% | 688 |
|
|
2024
Q2 | $3.06K | Hold |
27
| – | – | ﹤0.01% | 678 |
|
|
2024
Q1 | $3.19K | Hold |
27
| – | – | ﹤0.01% | 659 |
|
|
2023
Q4 | $3.08K | Sell |
27
-26
| -49% | -$2.97K | ﹤0.01% | 661 |
|
|
2023
Q3 | $5.35K | Hold |
53
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $5.68K | Hold |
53
| – | – | ﹤0.01% | 643 |
|
|
2023
Q1 | $5.45K | Hold |
53
| – | – | ﹤0.01% | 635 |
|
|
2022
Q4 | $5.34K | Hold |
53
| – | – | ﹤0.01% | 528 |
|
|
2022
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 641 |
|
|
2022
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 594 |
|
|
2021
Q4 | $6K | Hold |
53
| – | – | ﹤0.01% | 565 |
|
|
2021
Q3 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 546 |
|