Lodestar Private Asset 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 | $623K | Buy |
5,040
+318
| +7% | +$39.3K | 0.07% | 128 |
|
|
2025
Q1 | $565K | Buy |
4,722
+13
| +0.3% | +$1.56K | 0.07% | 128 |
|
|
2024
Q4 | $588K | Sell |
4,709
-76
| -2% | -$9.5K | 0.07% | 128 |
|
|
2024
Q3 | $592K | Buy |
4,785
+13
| +0.3% | +$1.61K | 0.08% | 127 |
|
|
2024
Q2 | $541K | Buy |
4,772
+88
| +2% | +$9.98K | 0.07% | 131 |
|
|
2024
Q1 | $554K | Sell |
4,684
-187
| -4% | -$22.1K | 0.08% | 128 |
|
|
2023
Q4 | $555K | Buy |
4,871
+63
| +1% | +$7.19K | 0.09% | 124 |
|
|
2023
Q3 | $485K | Sell |
4,808
-20
| -0.4% | -$2.02K | 0.08% | 126 |
|
|
2023
Q2 | $517K | Buy |
4,828
+10
| +0.2% | +$1.07K | 0.09% | 125 |
|
|
2023
Q1 | $495K | Buy |
4,818
+54
| +1% | +$5.55K | 0.09% | 121 |
|
|
2022
Q4 | $480K | Buy |
+4,764
| New | +$480K | 0.09% | 124 |
|