Murphy Middleton Hinkle & Parker’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 | $1.01M | Hold |
8,465
| – | – | 0.57% | 52 |
|
|
2025
Q1 | $1.01M | Buy |
8,465
+532
| +7% | +$63.7K | 0.57% | 52 |
|
|
2024
Q4 | $991K | Buy |
7,933
+4,125
| +108% | +$515K | 0.56% | 57 |
|
|
2024
Q3 | $471K | Buy |
3,808
+8
| +0.2% | +$989 | 0.25% | 97 |
|
|
2024
Q2 | $431K | Sell |
3,800
-9
| -0.2% | -$1.02K | 0.25% | 96 |
|
|
2024
Q1 | $451K | Buy |
3,809
+214
| +6% | +$25.3K | 0.26% | 97 |
|
|
2023
Q4 | $410K | Sell |
3,595
-482
| -12% | -$55K | 0.25% | 96 |
|
|
2023
Q3 | $411K | Sell |
4,077
-194
| -5% | -$19.6K | 0.26% | 92 |
|
|
2023
Q2 | $458K | Buy |
4,271
+7
| +0.2% | +$750 | 0.29% | 88 |
|
|
2023
Q1 | $438K | Sell |
4,264
-17
| -0.4% | -$1.75K | 0.27% | 93 |
|
|
2022
Q4 | $431K | Buy |
4,281
+17
| +0.4% | +$1.71K | 0.27% | 93 |
|
|
2022
Q3 | $384K | Buy |
4,264
+8
| +0.2% | +$720 | 0.27% | 94 |
|
|
2022
Q2 | $402K | Buy |
4,256
+8
| +0.2% | +$756 | 0.26% | 95 |
|
|
2022
Q1 | $466K | Buy |
4,248
+7
| +0.2% | +$768 | 0.25% | 91 |
|
|
2021
Q4 | $469K | Buy |
4,241
+13
| +0.3% | +$1.44K | 0.25% | 95 |
|
|
2021
Q3 | $436K | Buy |
4,228
+6
| +0.1% | +$619 | 0.25% | 97 |
|
|
2021
Q2 | $445K | Buy |
4,222
+9
| +0.2% | +$949 | 0.25% | 97 |
|
|
2021
Q1 | $429K | Buy |
4,213
+4
| +0.1% | +$407 | 0.25% | 100 |
|
|
2020
Q4 | $363K | Buy |
4,209
+15
| +0.4% | +$1.29K | 0.24% | 101 |
|
|
2020
Q3 | $283K | Sell |
4,194
-112
| -3% | -$7.56K | 0.21% | 112 |
|
|
2020
Q2 | $286K | Sell |
4,306
-190
| -4% | -$12.6K | 0.21% | 103 |
|
|
2020
Q1 | $247K | Hold |
4,496
| – | – | 0.22% | 106 |
|
|
2019
Q4 | $384K | Buy |
4,496
+22
| +0.5% | +$1.88K | 0.26% | 99 |
|
|
2019
Q3 | $358K | Sell |
4,474
-140
| -3% | -$11.2K | 0.25% | 95 |
|
|
2019
Q2 | $368K | Buy |
4,614
+10
| +0.2% | +$798 | 0.26% | 91 |
|
|
2019
Q1 | $361K | Buy |
4,604
+8
| +0.2% | +$627 | 0.25% | 97 |
|
|
2018
Q4 | $318K | Buy |
4,596
+20
| +0.4% | +$1.38K | 0.24% | 99 |
|
|
2018
Q3 | $383K | Buy |
4,576
+10
| +0.2% | +$837 | 0.27% | 94 |
|
|
2018
Q2 | $370K | Buy |
4,566
+260
| +6% | +$21.1K | 0.28% | 92 |
|
|
2018
Q1 | $333K | Buy |
4,306
+8
| +0.2% | +$619 | 0.26% | 95 |
|
|
2017
Q4 | $344K | Buy |
+4,298
| New | +$344K | 0.26% | 94 |
|