Panoramic Investment 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 | $358K | Sell |
2,900
-3,035
| -51% | -$375K | 0.22% | 79 |
|
|
2025
Q1 | $711K | Hold |
5,935
| – | – | 0.48% | 48 |
|
|
2024
Q4 | $742K | Hold |
5,935
| – | – | 0.48% | 49 |
|
|
2024
Q3 | $734K | Buy |
+5,935
| New | +$734K | 0.51% | 48 |
|
|
2024
Q1 | $779K | Buy |
6,585
+1,925
| +41% | +$228K | 0.57% | 44 |
|
|
2023
Q4 | $531K | Hold |
4,660
| – | – | 0.46% | 53 |
|
|
2023
Q3 | $470K | Buy |
+4,660
| New | +$470K | 0.43% | 57 |
|
|
2022
Q4 | $336K | Buy |
+3,335
| New | +$336K | 0.34% | 67 |
|