Insight Wealth Strategies’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,234
| Closed | -$230K | – | 139 |
|
|
2023
Q1 | $230K | Buy |
2,234
+5
| +0.2% | +$514 | 0.05% | 129 |
|
|
2022
Q4 | $225K | Buy |
2,229
+11
| +0.5% | +$1.11K | 0.04% | 129 |
|
|
2022
Q3 | $209K | Hold |
2,218
| – | – | 0.04% | 137 |
|
|
2022
Q2 | $209K | Buy |
2,218
+4
| +0.2% | +$377 | 0.04% | 137 |
|
|
2022
Q1 | $243K | Buy |
+2,214
| New | +$243K | 0.04% | 146 |
|
|
2019
Q2 | – | Sell |
-11,330
| Closed | -$889K | – | 163 |
|
|
2019
Q1 | $889K | Sell |
11,330
-108
| -0.9% | -$8.47K | 0.25% | 68 |
|
|
2018
Q4 | $791K | Buy |
+11,438
| New | +$791K | 0.24% | 62 |
|