Midland Wealth 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 | $74.1M | Buy |
599,218
+13,041
| +2% | +$1.61M | 4.09% | 10 |
|
|
2025
Q1 | $70.2M | Buy |
586,177
+7,405
| +1% | +$887K | 4.13% | 10 |
|
|
2024
Q4 | $72.3M | Sell |
578,772
-5,881
| -1% | -$735K | 4.35% | 10 |
|
|
2024
Q3 | $72.3M | Buy |
584,653
+10,486
| +2% | +$1.3M | 4.24% | 10 |
|
|
2024
Q2 | $65.1M | Sell |
574,167
-2,968
| -0.5% | -$337K | 3.86% | 10 |
|
|
2024
Q1 | $68.3M | Buy |
577,135
+13,451
| +2% | +$1.59M | 4.2% | 10 |
|
|
2023
Q4 | $64.3M | Buy |
+563,684
| New | +$64.3M | 4.4% | 9 |
|