LaSalle St. Investment Advisors’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 | $234K | Buy |
1,893
+6
| +0.3% | +$742 | 0.06% | 283 |
|
2025
Q1 | $226K | Buy |
1,887
+5
| +0.3% | +$599 | 0.05% | 275 |
|
2024
Q4 | $235K | Buy |
+1,882
| New | +$235K | 0.07% | 236 |
|
2023
Q3 | – | Sell |
-3,228
| Closed | -$345K | – | 131 |
|
2023
Q2 | $345K | Sell |
3,228
-79
| -2% | -$8.44K | 0.15% | 81 |
|
2023
Q1 | $339K | Sell |
3,307
-943
| -22% | -$96.7K | 0.15% | 81 |
|
2022
Q4 | $428K | Buy |
+4,250
| New | +$428K | 0.2% | 60 |
|