Independent Family Office’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 | $289K | Sell |
2,340
-10
| -0.4% | -$1.24K | 0.13% | 65 |
|
|
2025
Q1 | $281K | Hold |
2,350
| – | – | 0.15% | 60 |
|
|
2024
Q4 | $294K | Sell |
2,350
-750
| -24% | -$93.7K | 0.15% | 61 |
|
|
2024
Q3 | $383K | Hold |
3,100
| – | – | 0.19% | 53 |
|
|
2024
Q2 | $352K | Hold |
3,100
| – | – | 0.2% | 49 |
|
|
2024
Q1 | $367K | Hold |
3,100
| – | – | 0.2% | 58 |
|
|
2023
Q4 | $354K | Hold |
3,100
| – | – | 0.2% | 52 |
|
|
2023
Q3 | $313K | Hold |
3,100
| – | – | 0.2% | 53 |
|
|
2023
Q2 | $332K | Buy |
+3,100
| New | +$332K | 0.2% | 52 |
|