National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,050
| Closed | -$1.03M | – | 158 |
|
|
2024
Q2 | $1.03M | Buy |
9,050
+2,037
| +29% | +$231K | 0.78% | 33 |
|
|
2024
Q1 | $830K | Buy |
7,013
+296
| +4% | +$35K | 0.65% | 40 |
|
|
2023
Q4 | $766K | Buy |
+6,717
| New | +$766K | 0.74% | 38 |
|
|
2023
Q3 | – | Sell |
-7,875
| Closed | -$864K | – | 140 |
|
|
2023
Q2 | $864K | Buy |
+7,875
| New | +$864K | 0.9% | 34 |
|