Larson Financial 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
Q2 | $387K | Sell |
3,133
-50
| -2% | -$6.18K | 0.02% | 500 |
|
|
2025
Q1 | $381K | Hold |
3,183
| – | – | 0.02% | 464 |
|
|
2024
Q4 | $398K | Buy |
3,183
+2,593
| +439% | +$324K | 0.02% | 406 |
|
|
2024
Q3 | $73K | Hold |
590
| – | – | ﹤0.01% | 794 |
|
|
2024
Q2 | $66.9K | Buy |
590
+1
| +0.2% | +$113 | ﹤0.01% | 739 |
|
|
2024
Q1 | $69.7K | Hold |
589
| – | – | 0.01% | 616 |
|
|
2023
Q4 | $67.2K | Sell |
589
-90
| -13% | -$10.3K | 0.01% | 566 |
|
|
2023
Q3 | $68.5K | Buy |
679
+90
| +15% | +$9.08K | 0.01% | 531 |
|
|
2023
Q2 | $63.1K | Buy |
589
+7
| +1% | +$750 | 0.01% | 508 |
|
|
2023
Q1 | $59.8K | Hold |
582
| – | – | 0.01% | 517 |
|
|
2022
Q4 | $58.7K | Sell |
582
-30
| -5% | -$3.02K | 0.01% | 492 |
|
|
2022
Q3 | $55K | Buy |
612
+30
| +5% | +$2.7K | 0.01% | 451 |
|
|
2022
Q2 | $55K | Hold |
582
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $64K | Hold |
582
| – | – | 0.01% | 339 |
|
|
2021
Q4 | $64K | Hold |
582
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $60K | Buy |
582
+482
| +482% | +$49.7K | 0.01% | 267 |
|
|
2021
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
|
2021
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 544 |
|
|
2020
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 508 |
|