Little House Capital’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
2020
Q3
Sell
-3,774
Closed -$250K 93
2020
Q2
$250K Sell
3,774
-3,096
-45% -$205K 0.23% 81
2020
Q1
$377K Hold
6,870
0.41% 57
2019
Q4
$586K Sell
6,870
-300
-4% -$25.6K 0.51% 60
2019
Q3
$573K Hold
7,170
0.43% 71
2019
Q2
$575 Hold
7,170
0.38% 74
2019
Q1
$562K Sell
7,170
-1,400
-16% -$110K 0.42% 72
2018
Q4
$593K Buy
+8,570
New +$593K 0.57% 62