Mechanics Financial Corp’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 | $125K | Sell |
1,008
-90
| -8% | -$11.1K | 0.05% | 128 |
|
|
2025
Q1 | $131K | Hold |
1,098
| – | – | 0.06% | 130 |
|
|
2024
Q4 | $137K | Hold |
1,098
| – | – | 0.06% | 124 |
|
|
2024
Q3 | $136K | Sell |
1,098
-98
| -8% | -$12.1K | 0.06% | 129 |
|
|
2024
Q2 | $136K | Hold |
1,196
| – | – | 0.07% | 131 |
|
|
2024
Q1 | $141K | Hold |
1,196
| – | – | 0.07% | 125 |
|
|
2023
Q4 | $136K | Buy |
1,196
+50
| +4% | +$5.7K | 0.08% | 123 |
|
|
2023
Q3 | $116K | Hold |
1,146
| – | – | 0.06% | 126 |
|
|
2023
Q2 | $123K | Hold |
1,146
| – | – | 0.07% | 126 |
|
|
2023
Q1 | $118K | Hold |
1,146
| – | – | 0.07% | 132 |
|
|
2022
Q4 | $116K | Hold |
1,146
| – | – | 0.07% | 132 |
|
|
2022
Q3 | $103K | Sell |
1,146
-536
| -32% | -$48.2K | 0.07% | 132 |
|
|
2022
Q2 | $159K | Sell |
1,682
-206
| -11% | -$19.5K | 0.1% | 119 |
|
|
2022
Q1 | $207K | Hold |
1,888
| – | – | 0.11% | 113 |
|
|
2021
Q4 | $209K | Buy |
+1,888
| New | +$209K | 0.1% | 114 |
|