Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-390
| Closed | -$26K | – | 602 |
|
|
2016
Q3 | $26K | Hold |
390
| – | – | 0.01% | 543 |
|
|
2016
Q2 | $25K | Hold |
390
| – | – | 0.01% | 547 |
|
|
2016
Q1 | $24K | Hold |
390
| – | – | 0.01% | 517 |
|
|
2015
Q4 | $23K | Hold |
390
| – | – | 0.01% | 557 |
|
|
2015
Q3 | $22K | Sell |
390
-120
| -24% | -$6.77K | 0.01% | 552 |
|
|
2015
Q2 | $33K | Buy |
510
+120
| +31% | +$7.77K | 0.01% | 473 |
|
|
2015
Q1 | $25K | Buy |
+390
| New | +$25K | 0.01% | 514 |
|