Legacy Bridge’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 | $146K | Hold |
1,185
| – | – | 0.07% | 144 |
|
|
2025
Q1 | $142K | Hold |
1,185
| – | – | 0.08% | 146 |
|
|
2024
Q4 | $148K | Hold |
1,185
| – | – | 0.08% | 149 |
|
|
2024
Q3 | $146K | Hold |
1,185
| – | – | 0.08% | 150 |
|
|
2024
Q2 | $134K | Hold |
1,185
| – | – | 0.08% | 145 |
|
|
2024
Q1 | $140K | Hold |
1,185
| – | – | 0.08% | 155 |
|
|
2023
Q4 | $135K | Hold |
1,185
| – | – | 0.09% | 151 |
|
|
2023
Q3 | $120K | Hold |
1,185
| – | – | 0.09% | 157 |
|
|
2023
Q2 | $127K | Hold |
1,185
| – | – | 0.08% | 157 |
|
|
2023
Q1 | $122K | Hold |
1,185
| – | – | 0.09% | 160 |
|
|
2022
Q4 | $119K | Hold |
1,185
| – | – | 0.08% | 156 |
|
|
2022
Q3 | $107K | Hold |
1,185
| – | – | 0.09% | 157 |
|
|
2022
Q2 | $112K | Hold |
1,185
| – | – | 0.08% | 161 |
|
|
2022
Q1 | $130K | Hold |
1,185
| – | – | 0.08% | 163 |
|
|
2021
Q4 | $131K | Hold |
1,185
| – | – | 0.07% | 168 |
|
|
2021
Q3 | $122K | Hold |
1,185
| – | – | 0.07% | 166 |
|
|
2021
Q2 | $125K | Buy |
1,185
+385
| +48% | +$40.6K | 0.07% | 166 |
|
|
2021
Q1 | $82K | Hold |
800
| – | – | 0.05% | 173 |
|
|
2020
Q4 | $69K | Hold |
800
| – | – | 0.05% | 181 |
|
|
2020
Q3 | $54K | Hold |
800
| – | – | 0.05% | 178 |
|
|
2020
Q2 | $53K | Sell |
800
-1,370
| -63% | -$90.8K | 0.06% | 174 |
|
|
2020
Q1 | $119K | Hold |
2,170
| – | – | 0.15% | 132 |
|
|
2019
Q4 | $185K | Hold |
2,170
| – | – | 0.15% | 144 |
|
|
2019
Q3 | $173K | Hold |
2,170
| – | – | 0.17% | 136 |
|
|
2019
Q2 | $173K | Hold |
2,170
| – | – | 0.17% | 136 |
|
|
2019
Q1 | $170K | Hold |
2,170
| – | – | 0.18% | 135 |
|
|
2018
Q4 | $150K | Buy |
+2,170
| New | +$150K | 0.19% | 128 |
|