OA
Operose Advisors’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 | $2.19M | Buy |
17,726
+31
| +0.2% | +$3.83K | 0.62% | 24 |
|
2025
Q1 | $2.12M | Sell |
17,695
-30
| -0.2% | -$3.59K | 0.7% | 21 |
|
2024
Q4 | $2.21M | Buy |
17,725
+1,042
| +6% | +$130K | 0.76% | 22 |
|
2024
Q3 | $2.06M | Buy |
16,683
+3,760
| +29% | +$465K | 0.67% | 18 |
|
2024
Q2 | $1.47M | Hold |
12,923
| – | – | 0.52% | 24 |
|
2024
Q1 | $1.53M | Buy |
+12,923
| New | +$1.53M | 0.52% | 22 |
|