JF
JSF 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,615
| Closed | -$412K | – | 111 |
|
|
2023
Q4 | $412K | Sell |
3,615
-814
| -18% | -$92.8K | 0.14% | 74 |
|
|
2023
Q3 | $447K | Sell |
4,429
-118,687
| -96% | -$12M | 0.17% | 68 |
|
|
2023
Q2 | $13.2M | Buy |
123,116
+3,765
| +3% | +$403K | 4.67% | 6 |
|
|
2023
Q1 | $12.3M | Sell |
119,351
-1,495
| -1% | -$154K | 4.58% | 4 |
|
|
2022
Q4 | $12.2M | Buy |
120,846
+5,125
| +4% | +$517K | 4.55% | 4 |
|
|
2022
Q3 | $10.4M | Buy |
115,721
+26,203
| +29% | +$2.36M | 3.95% | 5 |
|
|
2022
Q2 | $8.45M | Sell |
89,518
-15,338
| -15% | -$1.45M | 3.83% | 5 |
|
|
2022
Q1 | $11.5M | Buy |
+104,856
| New | +$11.5M | 4.89% | 4 |
|