Kohmann Bosshard Financial Services’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 | $785K | Hold |
6,350
| – | – | 0.09% | 94 |
|
|
2025
Q1 | $760K | Hold |
6,350
| – | – | 0.09% | 99 |
|
|
2024
Q4 | $793K | Hold |
6,350
| – | – | 0.1% | 89 |
|
|
2024
Q3 | $785K | Hold |
6,350
| – | – | 0.1% | 88 |
|
|
2024
Q2 | $720K | Hold |
6,350
| – | – | 0.1% | 91 |
|
|
2024
Q1 | $751K | Hold |
6,350
| – | – | 0.1% | 89 |
|
|
2023
Q4 | $724K | Hold |
6,350
| – | – | 0.11% | 87 |
|
|
2023
Q3 | $641K | Hold |
6,350
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $680K | Hold |
6,350
| – | – | 0.12% | 83 |
|
|
2023
Q1 | $653K | Hold |
6,350
| – | – | 0.12% | 79 |
|
|
2022
Q4 | $640K | Hold |
6,350
| – | – | 0.13% | 78 |
|
|
2022
Q3 | $572K | Hold |
6,350
| – | – | 0.13% | 72 |
|
|
2022
Q2 | $600K | Hold |
6,350
| – | – | 0.13% | 69 |
|
|
2022
Q1 | $696K | Buy |
+6,350
| New | +$696K | 0.14% | 64 |
|