Johanson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $219K | Sell |
1,982
-10
| -0.5% | -$1.11K | 0.07% | 122 |
|
|
2021
Q3 | $205K | Buy |
1,992
+11
| +0.6% | +$1.13K | 0.07% | 120 |
|
|
2021
Q2 | $205K | Buy |
1,981
+6
| +0.3% | +$621 | 0.07% | 115 |
|
|
2021
Q1 | $207K | Buy |
+1,975
| New | +$207K | 0.08% | 109 |
|
|
2020
Q1 | – | Sell |
-336,822
| Closed | -$988K | – | 165 |
|
|
2019
Q4 | $988K | Buy |
+336,822
| New | +$988K | 0.05% | 144 |
|