Patriot Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
2,245
| – | – | 0.02% | 210 |
|
|
2025
Q1 | $269K | Hold |
2,245
| – | – | 0.02% | 203 |
|
|
2024
Q4 | $281K | Hold |
2,245
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $278K | Hold |
2,245
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $255K | Hold |
2,245
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $266K | Hold |
2,245
| – | – | 0.02% | 216 |
|
|
2023
Q4 | $256K | Hold |
2,245
| – | – | 0.02% | 214 |
|
|
2023
Q3 | $227K | Hold |
2,245
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $240K | Hold |
2,245
| – | – | 0.02% | 222 |
|
|
2023
Q1 | $231K | Hold |
2,245
| – | – | 0.02% | 226 |
|
|
2022
Q4 | $248K | Buy |
2,245
+6
| +0.3% | +$664 | 0.02% | 226 |
|
|
2022
Q3 | $201K | Hold |
2,239
| – | – | 0.02% | 230 |
|
|
2022
Q2 | $211K | Sell |
2,239
-33
| -1% | -$3.11K | 0.02% | 230 |
|
|
2022
Q1 | $249K | Buy |
2,272
+36
| +2% | +$3.95K | 0.02% | 231 |
|
|
2021
Q4 | $247K | Buy |
2,236
+4
| +0.2% | +$442 | 0.02% | 227 |
|
|
2021
Q3 | $229K | Hold |
2,232
| – | – | 0.02% | 228 |
|
|
2021
Q2 | $235K | Hold |
2,232
| – | – | 0.02% | 222 |
|
|
2021
Q1 | $227K | Buy |
+2,232
| New | +$227K | 0.02% | 219 |
|
|
2020
Q3 | – | Sell |
-2,232
| Closed | -$148K | – | 411 |
|
|
2020
Q2 | $148K | Buy |
+2,232
| New | +$148K | 0.02% | 231 |
|