NEWAS
N.E.W. Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.3K | Hold |
488
| – | – | 0.01% | 293 |
|
|
2025
Q1 | $58.4K | Buy |
+488
| New | +$58.4K | ﹤0.01% | 338 |
|
|
2022
Q2 | – | Sell |
-3,020
| Closed | -$307K | – | 140 |
|
|
2022
Q1 | $307K | Buy |
+3,020
| New | +$307K | 0.06% | 103 |
|
|
2021
Q3 | – | Sell |
-2,058
| Closed | -$216K | – | 134 |
|
|
2021
Q2 | $216K | Sell |
2,058
-962
| -32% | -$101K | 0.04% | 127 |
|
|
2021
Q1 | $311K | Sell |
3,020
-1,962
| -39% | -$202K | 0.06% | 104 |
|
|
2020
Q4 | $430K | Buy |
+4,982
| New | +$430K | 0.09% | 95 |
|