Houlihan Financial Resource Group’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 | $959K | Buy |
7,727
+1
| +0% | +$124 | 0.4% | 49 |
|
|
2025
Q1 | $925K | Sell |
7,726
-229
| -3% | -$27.4K | 0.42% | 47 |
|
|
2024
Q4 | $994K | Buy |
7,955
+1
| +0% | +$125 | 0.42% | 43 |
|
|
2024
Q3 | $983K | Buy |
+7,954
| New | +$983K | 0.41% | 44 |
|
|
2024
Q2 | – | Sell |
-7,951
| Closed | -$941K | – | 76 |
|
|
2024
Q1 | $941K | Hold |
7,951
| – | – | 0.42% | 43 |
|
|
2023
Q4 | $907K | Buy |
7,951
+1
| +0% | +$114 | 0.44% | 42 |
|
|
2023
Q3 | $782K | Buy |
+7,950
| New | +$782K | 0.42% | 43 |
|
|
2023
Q2 | – | Sell |
-8,097
| Closed | -$832K | – | 153 |
|
|
2023
Q1 | $832K | Buy |
8,097
+1
| +0% | +$103 | 0.45% | 44 |
|
|
2022
Q4 | $846K | Buy |
8,096
+1
| +0% | +$104 | 0.49% | 45 |
|
|
2022
Q3 | $770K | Buy |
+8,095
| New | +$770K | 0.47% | 44 |
|
|
2020
Q3 | $636K | Buy |
+16,282
| New | +$636K | 0.37% | 51 |
|
|
2020
Q1 | $469K | Hold |
8,538
| – | – | 0.41% | 53 |
|
|
2019
Q4 | $729K | Buy |
+8,538
| New | +$729K | 0.47% | 51 |
|