Key Financial Inc’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 | $188K | Hold |
1,524
| – | – | 0.04% | 287 |
|
|
2025
Q1 | $182K | Buy |
1,524
+41
| +3% | +$4.91K | 0.04% | 280 |
|
|
2024
Q4 | $185K | Hold |
1,483
| – | – | 0.04% | 264 |
|
|
2024
Q3 | $183K | Hold |
1,483
| – | – | 0.04% | 263 |
|
|
2024
Q2 | $168K | Hold |
1,483
| – | – | 0.04% | 262 |
|
|
2024
Q1 | $175K | Hold |
1,483
| – | – | 0.04% | 244 |
|
|
2023
Q4 | $169K | Hold |
1,483
| – | – | 0.05% | 238 |
|
|
2023
Q3 | $150K | Sell |
1,483
-609
| -29% | -$61.5K | 0.05% | 237 |
|
|
2023
Q2 | $224K | Buy |
2,092
+823
| +65% | +$88.2K | 0.07% | 194 |
|
|
2023
Q1 | $130K | Buy |
1,269
+623
| +96% | +$64K | 0.05% | 243 |
|
|
2022
Q4 | $58.1K | Hold |
646
| – | – | 0.03% | 336 |
|
|
2022
Q3 | $58K | Hold |
646
| – | – | 0.03% | 340 |
|
|
2022
Q2 | $62K | Buy |
646
+68
| +12% | +$6.53K | 0.03% | 321 |
|
|
2022
Q1 | $63K | Hold |
578
| – | – | 0.03% | 331 |
|
|
2021
Q4 | $64K | Hold |
578
| – | – | 0.03% | 312 |
|
|
2021
Q3 | $60K | Hold |
578
| – | – | 0.03% | 318 |
|
|
2021
Q2 | $61K | Hold |
578
| – | – | 0.03% | 321 |
|
|
2021
Q1 | $59K | Hold |
578
| – | – | 0.04% | 256 |
|
|
2020
Q4 | $50K | Buy |
+578
| New | +$50K | 0.04% | 244 |
|
|
2020
Q2 | – | Sell |
-578
| Closed | -$32K | – | 347 |
|
|
2020
Q1 | $32K | Buy |
+578
| New | +$32K | 0.03% | 267 |
|