Holistic Planning’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 | $537K | Hold |
4,344
| – | – | 0.15% | 117 |
|
|
2025
Q1 | $520K | Sell |
4,344
-86
| -2% | -$10.3K | 0.18% | 100 |
|
|
2024
Q4 | $554K | Sell |
4,430
-477
| -10% | -$59.6K | 0.2% | 92 |
|
|
2024
Q3 | $607K | Buy |
4,907
+204
| +4% | +$25.2K | 0.26% | 76 |
|
|
2024
Q2 | $556K | Sell |
4,703
-268
| -5% | -$31.7K | 0.43% | 61 |
|
|
2024
Q1 | $588K | Sell |
4,971
-189
| -4% | -$22.4K | 0.45% | 57 |
|
|
2023
Q4 | $588K | Buy |
+5,160
| New | +$588K | 0.5% | 54 |
|