JMF
Johnson Midwest Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-316
| Closed | -$32K | – | 392 |
|
|
2022
Q4 | $32K | Hold |
316
| – | – | 0.12% | 107 |
|
|
2022
Q3 | $28 | Sell |
316
-163,868
| -100% | -$14.5K | 0.11% | 112 |
|
|
2022
Q2 | $15.5M | Buy |
164,184
+17,634
| +12% | +$1.66M | 20.85% | 2 |
|
|
2022
Q1 | $16.1M | Buy |
146,550
+146,518
| +457,869% | +$16.1M | 22.8% | 2 |
|
|
2021
Q4 | $3K | Sell |
32
-177,489
| -100% | -$16.6M | ﹤0.01% | 249 |
|
|
2021
Q3 | $18.3M | Buy |
177,521
+27,887
| +19% | +$2.87M | 14.95% | 5 |
|
|
2021
Q2 | $15.8M | Buy |
149,634
+3,370
| +2% | +$355K | 15.51% | 3 |
|
|
2021
Q1 | $14.9M | Buy |
+146,264
| New | +$14.9M | 15.6% | 5 |
|