Money Concepts Capital’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
$1.56M Sell
12,615
-2,077
-14% -$257K 0.1% 180
2025
Q1
$1.76M Buy
+14,692
New +$1.76M 0.13% 155
2023
Q1
Sell
-1,166
Closed -$118K 1665
2022
Q4
$118K Buy
+1,166
New +$118K 0.01% 902
2022
Q3
Sell
-399
Closed -$38K 1608
2022
Q2
$38K Sell
399
-181
-31% -$17.2K ﹤0.01% 754
2022
Q1
$64K Buy
+580
New +$64K ﹤0.01% 1147