LAS
LWM Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,047
| Closed | -$274K | – | 106 |
|
|
2022
Q3 | $274K | Sell |
3,047
-442
| -13% | -$39.7K | 0.31% | 87 |
|
|
2022
Q2 | $329K | Sell |
3,489
-79
| -2% | -$7.45K | 0.39% | 77 |
|
|
2022
Q1 | $391K | Sell |
3,568
-237
| -6% | -$26K | 0.49% | 61 |
|
|
2021
Q4 | $421K | Buy |
+3,805
| New | +$421K | 0.52% | 57 |
|