Naples Global 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 | $516K | Sell |
4,177
-39
| -0.9% | -$4.82K | 0.04% | 299 |
|
|
2025
Q1 | $505K | Hold |
4,216
| – | – | 0.05% | 294 |
|
|
2024
Q4 | $527K | Buy |
4,216
+1
| +0% | +$125 | 0.05% | 282 |
|
|
2024
Q3 | $521K | Buy |
4,215
+1
| +0% | +$124 | 0.05% | 287 |
|
|
2024
Q2 | $478K | Hold |
4,214
| – | – | 0.05% | 288 |
|
|
2024
Q1 | $498K | Buy |
+4,214
| New | +$498K | 0.05% | 287 |
|