Mayflower Financial Advisors’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 | $361K | Hold |
2,922
| – | – | 0.05% | 290 |
|
|
2025
Q1 | $350K | Hold |
2,922
| – | – | 0.05% | 278 |
|
|
2024
Q4 | $365K | Hold |
2,922
| – | – | 0.05% | 265 |
|
|
2024
Q3 | $361K | Hold |
2,922
| – | – | 0.05% | 268 |
|
|
2024
Q2 | $332K | Hold |
2,922
| – | – | 0.05% | 267 |
|
|
2024
Q1 | $346K | Hold |
2,922
| – | – | 0.06% | 262 |
|
|
2023
Q4 | $333K | Hold |
2,922
| – | – | 0.05% | 247 |
|
|
2023
Q3 | $295K | Hold |
2,922
| – | – | 0.04% | 255 |
|
|
2023
Q2 | $313K | Hold |
2,922
| – | – | 0.04% | 269 |
|
|
2023
Q1 | $300K | Hold |
2,922
| – | – | 0.04% | 267 |
|
|
2022
Q4 | $295K | Buy |
+2,922
| New | +$295K | 0.04% | 265 |
|