Liberty Wealth Management’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 | $457K | Buy |
3,701
+15
| +0.4% | +$1.85K | 0.07% | 133 |
|
|
2025
Q1 | $441K | Buy |
3,686
+13
| +0.4% | +$1.56K | 0.08% | 98 |
|
|
2024
Q4 | $459K | Buy |
3,673
+19
| +0.5% | +$2.37K | 0.08% | 125 |
|
|
2024
Q3 | $452K | Sell |
3,654
-389,092
| -99% | -$48.1M | 0.08% | 123 |
|
|
2024
Q2 | $412K | Buy |
+392,746
| New | +$412K | 0.08% | 123 |
|
|
2021
Q4 | – | Sell |
-412
| Closed | -$42K | – | 608 |
|
|
2021
Q3 | $42K | Hold |
412
| – | – | 0.02% | 460 |
|
|
2021
Q2 | $43K | Hold |
412
| – | – | 0.02% | 350 |
|
|
2021
Q1 | $36K | Hold |
412
| – | – | 0.02% | 345 |
|
|
2020
Q4 | $36K | Hold |
412
| – | – | 0.02% | 342 |
|
|
2020
Q3 | $28K | Hold |
412
| – | – | 0.02% | 341 |
|
|
2020
Q2 | $27K | Buy |
412
+298
| +261% | +$19.5K | 0.02% | 332 |
|
|
2020
Q1 | $6K | Hold |
114
| – | – | 0.01% | 545 |
|
|
2019
Q4 | $10K | Hold |
114
| – | – | 0.01% | 536 |
|
|
2019
Q3 | $9K | Hold |
114
| – | – | 0.01% | 537 |
|
|
2019
Q2 | $9K | Hold |
114
| – | – | 0.01% | 543 |
|
|
2019
Q1 | $8K | Hold |
114
| – | – | 0.01% | 470 |
|
|
2018
Q4 | $7K | Buy |
+114
| New | +$7K | 0.01% | 482 |
|