LRI Investments’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 | $146K | Hold |
1,180
| – | – | 0.01% | 350 |
|
|
2025
Q1 | $141K | Hold |
1,180
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $147K | Hold |
1,180
| – | – | 0.01% | 336 |
|
|
2024
Q3 | $153K | Hold |
1,180
| – | – | 0.01% | 330 |
|
|
2024
Q2 | $134K | Hold |
1,180
| – | – | 0.02% | 335 |
|
|
2024
Q1 | $140K | Buy |
+1,180
| New | +$140K | 0.04% | 160 |
|