Nachman Norwood & Parrott’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
2021
Q2
$2.19M Buy
20,804
+135
+0.7% +$14.2K 0.22% 84
2021
Q1
$2.11M Buy
20,669
+135
+0.7% +$13.8K 0.23% 86
2020
Q4
$1.77M Buy
20,534
+848
+4% +$73.2K 0.21% 87
2020
Q3
$1.33M Buy
19,686
+90
+0.5% +$6.07K 0.18% 90
2020
Q2
$1.3M Sell
19,596
-3,298
-14% -$219K 0.22% 87
2020
Q1
$1.26M Sell
22,894
-1,594
-7% -$87.4K 0.25% 77
2019
Q4
$2.09M Buy
24,488
+132
+0.5% +$11.3K 0.34% 64
2019
Q3
$1.95M Sell
24,356
-734
-3% -$58.7K 0.35% 66
2019
Q2
$2M Sell
25,090
-282
-1% -$22.5K 0.36% 67
2019
Q1
$1.99M Sell
25,372
-540
-2% -$42.4K 0.37% 66
2018
Q4
$1.79M Buy
+25,912
New +$1.79M 0.37% 64