Level Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-416
| Closed | -$47.4K | – | 161 |
|
|
2023
Q4 | $47.4K | Hold |
416
| – | – | 0.02% | 118 |
|
|
2023
Q3 | $42K | Hold |
416
| – | – | 0.02% | 114 |
|
|
2023
Q2 | $44.6K | Hold |
416
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $42.8K | Hold |
416
| – | – | 0.03% | 105 |
|
|
2022
Q4 | $42K | Hold |
416
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $37K | Hold |
416
| – | – | 0.03% | 110 |
|
|
2022
Q2 | $39K | Buy |
+416
| New | +$39K | 0.03% | 120 |
|