Interactive Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18
| Closed | -$2K | – | 169 |
|
|
2022
Q2 | $2K | Sell |
18
-45
| -71% | -$5K | ﹤0.01% | 154 |
|
|
2022
Q1 | $3K | Buy |
63
+45
| +250% | +$2.14K | ﹤0.01% | 161 |
|
|
2021
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 162 |
|
|
2021
Q3 | – | Sell |
-62,546
| Closed | -$6.59M | – | 170 |
|
|
2021
Q2 | $6.59M | Buy |
+62,546
| New | +$6.59M | 2.68% | 10 |
|
|
2017
Q2 | – | Sell |
-105,004
| Closed | -$7.79M | – | 104 |
|
|
2017
Q1 | $7.79M | Buy |
+105,004
| New | +$7.79M | 3.79% | 10 |
|
|
2016
Q4 | – | Sell |
-89,770
| Closed | -$5.97M | – | 113 |
|
|
2016
Q3 | $5.97M | Buy |
89,770
+3,076
| +4% | +$205K | 2.99% | 12 |
|
|
2016
Q2 | $5.55M | Buy |
+86,694
| New | +$5.55M | 2.92% | 11 |
|
|
2014
Q4 | – | Sell |
-27,206
| Closed | -$1.64M | – | 94 |
|
|
2014
Q3 | $1.64M | Buy |
+27,206
| New | +$1.64M | 0.93% | 22 |
|