Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
873
-220
| -20% | -$27.2K | 0.03% | 123 |
|
|
2025
Q1 | $131K | Sell |
1,093
-200
| -15% | -$23.9K | 0.03% | 115 |
|
|
2024
Q4 | $162K | Hold |
1,293
| – | – | 0.04% | 105 |
|
|
2024
Q3 | $160K | Sell |
1,293
-100
| -7% | -$12.4K | 0.04% | 106 |
|
|
2024
Q2 | $158K | Hold |
1,393
| – | – | 0.04% | 105 |
|
|
2024
Q1 | $165K | Hold |
1,393
| – | – | 0.05% | 107 |
|
|
2023
Q4 | $159K | Sell |
1,393
-638
| -31% | -$72.8K | 0.05% | 110 |
|
|
2023
Q3 | $205K | Buy |
2,031
+78
| +4% | +$7.87K | 0.06% | 101 |
|
|
2023
Q2 | $214K | Sell |
1,953
-166
| -8% | -$18.2K | 0.07% | 98 |
|
|
2023
Q1 | $216K | Buy |
2,119
+19
| +0.9% | +$1.93K | 0.06% | 115 |
|
|
2022
Q4 | $212K | Sell |
2,100
-150
| -7% | -$15.1K | 0.07% | 111 |
|
|
2022
Q3 | $202K | Sell |
2,250
-348
| -13% | -$31.2K | 0.07% | 108 |
|
|
2022
Q2 | $245K | Sell |
2,598
-2,626
| -50% | -$248K | 0.08% | 102 |
|
|
2022
Q1 | $573K | Buy |
5,224
+427
| +9% | +$46.8K | 0.18% | 68 |
|
|
2021
Q4 | $531K | Buy |
4,797
+4,758
| +12,200% | +$527K | 0.18% | 58 |
|
|
2021
Q3 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 393 |
|