MSH Capital 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 | $584K | Hold |
4,725
| – | – | 0.17% | 143 |
|
|
2025
Q1 | $566K | Hold |
4,725
| – | – | 0.18% | 134 |
|
|
2024
Q4 | $590K | Hold |
4,725
| – | – | 0.19% | 129 |
|
|
2024
Q3 | $584K | Sell |
4,725
-300
| -6% | -$37.1K | 0.18% | 132 |
|
|
2024
Q2 | $570K | Buy |
5,025
+300
| +6% | +$34K | 0.19% | 122 |
|
|
2024
Q1 | $559K | Buy |
4,725
+45
| +1% | +$5.32K | 0.2% | 120 |
|
|
2023
Q4 | $534K | Buy |
4,680
+320
| +7% | +$36.5K | 0.2% | 119 |
|
|
2023
Q3 | $440K | Sell |
4,360
-50
| -1% | -$5.05K | 0.17% | 133 |
|
|
2023
Q2 | $472K | Hold |
4,410
| – | – | 0.17% | 132 |
|
|
2023
Q1 | $453K | Hold |
4,410
| – | – | 0.19% | 119 |
|
|
2022
Q4 | $445K | Sell |
4,410
-100
| -2% | -$10.1K | 0.2% | 120 |
|
|
2022
Q3 | $406K | Sell |
4,510
-100
| -2% | -$9K | 0.2% | 113 |
|
|
2022
Q2 | $435K | Hold |
4,610
| – | – | 0.2% | 115 |
|
|
2022
Q1 | $505K | Sell |
4,610
-254
| -5% | -$27.8K | 0.21% | 112 |
|
|
2021
Q4 | $538K | Buy |
+4,864
| New | +$538K | 0.24% | 98 |
|