IWA
IBEX Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,495
| Closed | -$1.38M | – | 189 |
|
|
2021
Q4 | $1.38M | Sell |
12,495
-1,306
| -9% | -$145K | 0.24% | 103 |
|
|
2021
Q3 | $1.42M | Sell |
13,801
-92
| -0.7% | -$9.48K | 0.27% | 101 |
|
|
2021
Q2 | $1.46M | Buy |
13,893
+56
| +0.4% | +$5.9K | 0.29% | 98 |
|
|
2021
Q1 | $1.41M | Buy |
+13,837
| New | +$1.41M | 0.35% | 85 |
|
|
2019
Q3 | – | Sell |
-334
| Closed | -$53K | – | 201 |
|
|
2019
Q2 | $53K | Buy |
+334
| New | +$53K | 0.02% | 212 |
|
|
2017
Q1 | – | Sell |
-925
| Closed | -$135K | – | 210 |
|
|
2016
Q4 | $135K | Buy |
+925
| New | +$135K | 0.06% | 125 |
|