Lyell Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,065
| Closed | -$244K | – | 203 |
|
|
2024
Q1 | $244K | Sell |
2,065
-275
| -12% | -$32.5K | 0.02% | 183 |
|
|
2023
Q4 | $267K | Sell |
2,340
-75
| -3% | -$8.55K | 0.03% | 167 |
|
|
2023
Q3 | $244K | Sell |
2,415
-260
| -10% | -$26.2K | 0.03% | 163 |
|
|
2023
Q2 | $287K | Hold |
2,675
| – | – | 0.04% | 161 |
|
|
2023
Q1 | $275K | Buy |
+2,675
| New | +$275K | 0.04% | 174 |
|
|
2021
Q1 | – | Sell |
-2,460
| Closed | -$212K | – | 175 |
|
|
2020
Q4 | $212K | Buy |
+2,460
| New | +$212K | 0.03% | 153 |
|