King Wealth Management Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

King Wealth Management Group’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.43M	Sell	33,426 -408	-1%	-$55.9K	0.55%	35
2025 Q4	$4.45M	Sell	33,834 -764	-2%	-$99.5K	0.54%	35
2025 Q3	$4.49M	Sell	34,598 -909	-3%	-$116K	0.56%	35
2025 Q2	$4.39M	Sell	35,507 -672	-2%	-$79.1K	0.6%	34
2025 Q1	$4.33M	Sell	36,179 -314	-0.9%	-$39.3K	0.66%	32
2024 Q4	$4.56M	Buy	36,493 +531	+1%	+$67.8K	0.67%	31
2024 Q3	$4.45M	Sell	35,962 -1,874	-5%	-$223K	0.69%	30
2024 Q2	$4.29M	Sell	37,836 -1,115	-3%	-$127K	0.72%	31
2024 Q1	$4.61M	Sell	38,951 -269	-0.7%	-$30.3K	0.81%	30
2023 Q4	$4.47M	Sell	39,220 -971	-2%	-$99.9K	0.86%	29
2023 Q3	$4.06M	Sell	40,191 -629	-2%	-$67.2K	0.86%	32
2023 Q2	$4.37M	Sell	40,820 -1,571	-4%	-$160K	0.88%	31
2023 Q1	$4.36M	Sell	42,391 -555	-1%	-$59.3K	0.96%	30
2022 Q4	$4.33M	Sell	42,946 -1,822	-4%	-$182K	1.04%	28
2022 Q3	$4.03M	Buy	44,768 +1,943	+5%	+$193K	1.02%	26
2022 Q2	$4.04M	Buy	42,825 +1,114	+3%	+$114K	0.97%	27
2022 Q1	$4.57M	Buy	41,711 +2,197	+6%	+$237K	0.9%	27
2021 Q4	$4.37M	Buy	39,514 +15,781	+66%	+$1.72M	0.81%	27
2021 Q3	$2.44M	Buy	23,733 +3,032	+15%	+$319K	0.5%	36
2021 Q2	$2.18M	Buy	20,701 +72	+0.3%	+$7.69K	0.45%	36
2021 Q1	$2.1M	Sell	20,629 -68	-0.3%	-$6.49K	0.47%	36
2020 Q4	$1.79M	Buy	20,697 +10,699	+107%	+$839K	0.42%	41
2020 Q3	$674K	Buy	9,998 +6,694	+203%	+$462K	0.18%	75
2020 Q2	$220K	Buy	+3,304	New	+$207K	0.06%	140
2020 Q1	–	Sell	-112,148	Closed	-$9.57M	–	146
2019 Q4	$9.57M	Sell	112,148 -3,170	-3%	-$260K	2.53%	12
2019 Q3	$9.22M	Buy	115,318 +2,670	+2%	+$210K	2.64%	11
2019 Q2	$8.98M	Buy	112,648 +1,266	+1%	+$100K	2.69%	12
2019 Q1	$8.74M	Buy	111,382 +82	+0.1%	+$6.35K	2.74%	9
2018 Q4	$7.7M	Sell	111,300 -5,056	-4%	-$386K	2.79%	8
2018 Q3	$9.73M	Buy	116,356 +306	+0.3%	+$25.6K	3.04%	8
2018 Q2	$9.4M	Buy	116,050 +1,170	+1%	+$93.6K	3.22%	7
2018 Q1	$8.87M	Sell	114,880 -928	-0.8%	-$73.6K	3.15%	7
2017 Q4	$9.27M	Buy	115,808 +4,728	+4%	+$369K	3.28%	7
2017 Q3	$8.48M	Buy	111,080 +1,310	+1%	+$97.1K	3.15%	7
2017 Q2	$8.15M	Buy	109,770 +1,040	+1%	+$76.9K	3.24%	7
2017 Q1	$8.07M	Buy	108,730 +3,402	+3%	+$252K	3.37%	7
2016 Q4	$7.65M	Buy	105,328 +382	+0.4%	+$26.4K	3.43%	8
2016 Q3	$6.98M	Buy	104,946 +1,254	+1%	+$82.9K	3.47%	6
2016 Q2	$6.64M	Sell	103,692 -434	-0.4%	-$27.3K	3.54%	6
2016 Q1	$6.46M	Sell	104,126 -84	-0.1%	-$4.76K	3.48%	6
2015 Q4	$6.11M	Buy	104,210 +422	+0.4%	+$25.6K	3.37%	7
2015 Q3	$5.99M	Buy	103,788 +1,256	+1%	+$76.9K	3.68%	6
2015 Q2	$6.61M	Buy	102,532 +3,568	+4%	+$236K	3.62%	7
2015 Q1	$6.48M	Buy	98,964 +218	+0.2%	+$14K	3.74%	7
2014 Q4	$6.31M	Buy	98,746 +4,262	+5%	+$264K	3.36%	7
2014 Q3	$5.68M	Buy	94,484 +830	+0.9%	+$51.8K	3.56%	5
2014 Q2	$5.92M	Buy	93,654 +2,166	+2%	+$132K	3.65%	4
2014 Q1	$5.51M	Sell	91,488 -1,556	-2%	-$91.1K	3.8%	5
2013 Q4	$5.41M	Buy	93,044 +3,058	+3%	+$172K	3.09%	6
2013 Q3	$4.86M	Buy	89,986 +1,216	+1%	+$64.9K	3.16%	6
2013 Q2	$4.49M	Buy	+88,770	New	+$4.49M	3.11%	6