Oxford Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5K | Hold |
409
| – | – | ﹤0.01% | 231 |
|
|
2025
Q1 | $49K | Hold |
409
| – | – | ﹤0.01% | 234 |
|
|
2024
Q4 | $51.1K | Sell |
409
-295
| -42% | -$36.9K | ﹤0.01% | 271 |
|
|
2024
Q3 | $87K | Buy |
704
+409
| +139% | +$50.6K | 0.01% | 256 |
|
|
2024
Q2 | $33.5K | Hold |
295
| – | – | ﹤0.01% | 288 |
|
|
2024
Q1 | $34.9K | Hold |
295
| – | – | ﹤0.01% | 251 |
|
|
2023
Q4 | $33.6K | Hold |
295
| – | – | ﹤0.01% | 269 |
|
|
2023
Q3 | $29.8K | Sell |
295
-30
| -9% | -$3.03K | ﹤0.01% | 247 |
|
|
2023
Q2 | $34.8K | Hold |
325
| – | – | ﹤0.01% | 263 |
|
|
2023
Q1 | $33.4K | Hold |
325
| – | – | ﹤0.01% | 228 |
|
|
2022
Q4 | $32.8K | Buy |
325
+11
| +4% | +$1.11K | ﹤0.01% | 227 |
|
|
2022
Q3 | $28K | Hold |
314
| – | – | ﹤0.01% | 209 |
|
|
2022
Q2 | $30K | Hold |
314
| – | – | ﹤0.01% | 229 |
|
|
2022
Q1 | $34K | Buy |
314
+19
| +6% | +$2.06K | ﹤0.01% | 226 |
|
|
2021
Q4 | $33K | Buy |
+295
| New | +$33K | ﹤0.01% | 240 |
|