Journey Advisory 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
Q1 | – | Sell |
-2,113
| Closed | -$240K | – | 277 |
|
|
2024
Q4 | $240K | Hold |
2,113
| – | – | 0.03% | 208 |
|
|
2024
Q3 | $240K | Hold |
2,113
| – | – | 0.03% | 208 |
|
|
2024
Q2 | $240K | Sell |
2,113
-3,613
| -63% | -$410K | 0.03% | 208 |
|
|
2024
Q1 | $677K | Sell |
5,726
-37,203
| -87% | -$4.4M | 0.08% | 137 |
|
|
2023
Q4 | $4.9M | Buy |
42,929
+948
| +2% | +$108K | 0.67% | 42 |
|
|
2023
Q3 | $4.24M | Buy |
41,981
+813
| +2% | +$82.1K | 0.63% | 46 |
|
|
2023
Q2 | $4.41M | Sell |
41,168
-2,300
| -5% | -$246K | 0.66% | 46 |
|
|
2023
Q1 | $4.47M | Buy |
+43,468
| New | +$4.47M | 0.7% | 41 |
|