MBL 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
Q2 | $216K | Sell |
1,750
-25
| -1% | -$3.09K | 0.02% | 223 |
|
|
2025
Q1 | $213K | Hold |
1,775
| – | – | 0.02% | 223 |
|
|
2024
Q4 | $222K | Sell |
1,775
-75
| -4% | -$9.37K | 0.02% | 206 |
|
|
2024
Q3 | $229K | Buy |
1,850
+50
| +3% | +$6.18K | 0.02% | 184 |
|
|
2024
Q2 | $204K | Sell |
1,800
-20
| -1% | -$2.27K | 0.02% | 194 |
|
|
2024
Q1 | $215K | Sell |
1,820
-10
| -0.5% | -$1.18K | 0.02% | 180 |
|
|
2023
Q4 | $209K | Buy |
+1,830
| New | +$209K | 0.03% | 175 |
|
|
2023
Q3 | – | Sell |
-1,950
| Closed | -$209K | – | 184 |
|
|
2023
Q2 | $209K | Hold |
1,950
| – | – | 0.03% | 168 |
|
|
2023
Q1 | $200K | Buy |
+1,950
| New | +$200K | 0.03% | 154 |
|