MB Generational Wealth’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
Q1 | $217K | Hold |
1,814
| – | – | 0.16% | 47 |
|
|
2024
Q4 | $227K | Hold |
1,814
| – | – | 0.17% | 46 |
|
|
2024
Q3 | $224K | Hold |
1,814
| – | – | 0.16% | 52 |
|
|
2024
Q2 | $206K | Hold |
1,814
| – | – | 0.16% | 52 |
|
|
2024
Q1 | $215K | Hold |
1,814
| – | – | 0.17% | 48 |
|
|
2023
Q4 | $207K | Buy |
+1,814
| New | +$207K | 0.19% | 46 |
|