LMG Wealth Partners’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 | $7.3M | Buy |
59,110
+866
| +1% | +$107K | 1.5% | 20 |
|
|
2025
Q1 | $6.97M | Buy |
58,244
+414
| +0.7% | +$49.6K | 1.55% | 21 |
|
|
2024
Q4 | $7.23M | Buy |
57,830
+118
| +0.2% | +$14.7K | 1.58% | 18 |
|
|
2024
Q3 | $7.13M | Sell |
57,712
-9
| -0% | -$1.11K | 1.63% | 22 |
|
|
2024
Q2 | $6.55M | Buy |
57,721
+338
| +0.6% | +$38.3K | 1.63% | 22 |
|
|
2024
Q1 | $6.79M | Sell |
57,383
-82
| -0.1% | -$9.7K | 1.71% | 20 |
|
|
2023
Q4 | $6.55M | Sell |
57,465
-31
| -0.1% | -$3.54K | 1.82% | 17 |
|
|
2023
Q3 | $5.8M | Buy |
57,496
+756
| +1% | +$76.3K | 1.77% | 18 |
|
|
2023
Q2 | $6.08M | Sell |
56,740
-200
| -0.4% | -$21.4K | 1.86% | 18 |
|
|
2023
Q1 | $5.85M | Buy |
56,940
+719
| +1% | +$73.9K | 1.89% | 19 |
|
|
2022
Q4 | $6.1M | Buy |
+56,221
| New | +$6.1M | 2.02% | 18 |
|