JMG Financial Group’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 | $800K | Sell |
6,471
-211
| -3% | -$26.1K | 0.02% | 76 |
|
|
2025
Q1 | $800K | Sell |
6,682
-102
| -2% | -$12.2K | 0.03% | 74 |
|
|
2024
Q4 | $848K | Hold |
6,784
| – | – | 0.03% | 73 |
|
|
2024
Q3 | $839K | Buy |
6,784
+1,000
| +17% | +$124K | 0.03% | 75 |
|
|
2024
Q2 | $656K | Sell |
5,784
-130
| -2% | -$14.7K | 0.02% | 77 |
|
|
2024
Q1 | $700K | Buy |
5,914
+500
| +9% | +$59.1K | 0.03% | 77 |
|
|
2023
Q4 | $617K | Sell |
5,414
-1,078
| -17% | -$123K | 0.03% | 79 |
|
|
2023
Q3 | $655K | Buy |
6,492
+1,290
| +25% | +$130K | 0.03% | 73 |
|
|
2023
Q2 | $557K | Buy |
5,202
+1,234
| +31% | +$132K | 0.03% | 78 |
|
|
2023
Q1 | $408K | Hold |
3,968
| – | – | 0.02% | 81 |
|
|
2022
Q4 | $400K | Hold |
3,968
| – | – | 0.02% | 78 |
|
|
2022
Q3 | $357K | Hold |
3,968
| – | – | 0.02% | 77 |
|
|
2022
Q2 | $375K | Buy |
+3,968
| New | +$375K | 0.02% | 76 |
|