Meridian Financial’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 | $866K | Sell |
7,011
-128
| -2% | -$15.8K | 0.56% | 39 |
|
|
2025
Q1 | $855K | Buy |
7,139
+1
| +0% | +$120 | 0.6% | 37 |
|
|
2024
Q4 | $892K | Buy |
7,138
+13
| +0.2% | +$1.63K | 0.62% | 36 |
|
|
2024
Q3 | $881K | Buy |
7,125
+152
| +2% | +$18.8K | 0.59% | 36 |
|
|
2024
Q2 | $791K | Sell |
6,973
-148
| -2% | -$16.8K | 0.57% | 37 |
|
|
2024
Q1 | $842K | Buy |
7,121
+596
| +9% | +$70.5K | 0.63% | 33 |
|
|
2023
Q4 | $744K | Sell |
6,525
-179
| -3% | -$20.4K | 0.58% | 35 |
|
|
2023
Q3 | $677K | Buy |
6,704
+100
| +2% | +$10.1K | 0.63% | 33 |
|
|
2023
Q2 | $708K | Buy |
6,604
+3
| +0% | +$321 | 0.64% | 33 |
|
|
2023
Q1 | $678K | Buy |
6,601
+5
| +0.1% | +$514 | 0.66% | 33 |
|
|
2022
Q4 | $665K | Buy |
6,596
+55
| +0.8% | +$5.55K | 0.7% | 34 |
|
|
2022
Q3 | $589K | Buy |
6,541
+304
| +5% | +$27.4K | 0.68% | 35 |
|
|
2022
Q2 | $589K | Buy |
6,237
+7
| +0.1% | +$661 | 0.66% | 35 |
|
|
2022
Q1 | $683K | Buy |
6,230
+144
| +2% | +$15.8K | 0.71% | 35 |
|
|
2021
Q4 | $674K | Buy |
+6,086
| New | +$674K | 0.63% | 39 |
|