Moisand Fitzgerald Tamayo’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 | $9.64K | Hold |
78
| – | – | ﹤0.01% | 351 |
|
2025
Q1 | $9.34K | Hold |
78
| – | – | ﹤0.01% | 352 |
|
2024
Q4 | $9.75K | Hold |
78
| – | – | ﹤0.01% | 343 |
|
2024
Q3 | $9.64K | Hold |
78
| – | – | ﹤0.01% | 356 |
|
2024
Q2 | $8.85K | Hold |
78
| – | – | ﹤0.01% | 320 |
|
2024
Q1 | $9.23K | Hold |
78
| – | – | ﹤0.01% | 318 |
|
2023
Q4 | $8.9K | Hold |
78
| – | – | ﹤0.01% | 346 |
|
2023
Q3 | $7.87K | Hold |
78
| – | – | ﹤0.01% | 359 |
|
2023
Q2 | $8.36K | Hold |
78
| – | – | ﹤0.01% | 340 |
|
2023
Q1 | $8.02K | Hold |
78
| – | – | ﹤0.01% | 349 |
|
2022
Q4 | $7.86K | Hold |
78
| – | – | ﹤0.01% | 347 |
|
2022
Q3 | $7K | Hold |
78
| – | – | ﹤0.01% | 321 |
|
2022
Q2 | $7K | Hold |
78
| – | – | ﹤0.01% | 295 |
|
2022
Q1 | $9K | Hold |
78
| – | – | ﹤0.01% | 192 |
|
2021
Q4 | $9K | Hold |
78
| – | – | ﹤0.01% | 263 |
|
2021
Q3 | $8K | Hold |
78
| – | – | ﹤0.01% | 262 |
|
2021
Q2 | $8K | Hold |
78
| – | – | ﹤0.01% | 282 |
|
2021
Q1 | $8K | Hold |
78
| – | – | ﹤0.01% | 231 |
|
2020
Q4 | $7K | Hold |
78
| – | – | ﹤0.01% | 237 |
|
2020
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 243 |
|
2020
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 224 |
|
2020
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 206 |
|
2019
Q4 | $7K | Hold |
78
| – | – | ﹤0.01% | 214 |
|
2019
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 218 |
|
2019
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 217 |
|
2019
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 221 |
|
2018
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 222 |
|
2018
Q3 | $7K | Hold |
78
| – | – | ﹤0.01% | 226 |
|
2018
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 214 |
|
2018
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 237 |
|
2017
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 211 |
|
2017
Q3 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 228 |
|
2016
Q2 | – | Sell |
-78
| Closed | -$5K | – | 114 |
|
2016
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 178 |
|
2015
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 174 |
|