Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8K | Sell |
66
-590
| -90% | -$71.5K | 0.01% | 386 |
|
|
2024
Q3 | $81K | Buy |
656
+2
| +0.3% | +$247 | 0.02% | 400 |
|
|
2024
Q2 | $74K | Sell |
654
-223
| -25% | -$25.2K | 0.02% | 406 |
|
|
2024
Q1 | $104K | Sell |
877
-4
| -0.5% | -$473 | 0.03% | 338 |
|
|
2023
Q4 | $100K | Buy |
881
+4
| +0.5% | +$454 | 0.03% | 333 |
|
|
2023
Q3 | $88.5K | Buy |
+877
| New | +$88.5K | 0.03% | 344 |
|
|
2023
Q1 | $193K | Buy |
+1,874
| New | +$193K | 0.07% | 204 |
|
|
2022
Q4 | – | Sell |
-2,102
| Closed | -$189K | – | 686 |
|
|
2022
Q3 | $189K | Buy |
+2,102
| New | +$189K | 0.08% | 187 |
|