Perfromance Wealth Partners’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 | $572K | Hold |
4,625
| – | – | 0.02% | 99 |
|
|
2025
Q1 | $554K | Hold |
4,625
| – | – | 0.02% | 87 |
|
|
2024
Q4 | $578K | Hold |
4,625
| – | – | 0.02% | 91 |
|
|
2024
Q3 | $572K | Hold |
4,625
| – | – | 0.02% | 95 |
|
|
2024
Q2 | $525K | Hold |
4,625
| – | – | 0.02% | 83 |
|
|
2024
Q1 | $547K | Hold |
4,625
| – | – | 0.02% | 90 |
|
|
2023
Q4 | $527K | Sell |
4,625
-1,683
| -27% | -$192K | 0.02% | 100 |
|
|
2023
Q3 | $637K | Hold |
6,308
| – | – | 0.03% | 93 |
|
|
2023
Q2 | $673K | Hold |
6,308
| – | – | 0.03% | 96 |
|
|
2023
Q1 | $648K | Sell |
6,308
-160
| -2% | -$16.4K | 0.03% | 94 |
|
|
2022
Q4 | $652K | Sell |
6,468
-431
| -6% | -$43.4K | 0.04% | 89 |
|
|
2022
Q3 | $621K | Hold |
6,899
| – | – | 0.04% | 87 |
|
|
2022
Q2 | $651K | Hold |
6,899
| – | – | 0.04% | 88 |
|
|
2022
Q1 | $756K | Hold |
6,899
| – | – | 0.03% | 90 |
|
|
2021
Q4 | $764K | Buy |
+6,899
| New | +$764K | 0.03% | 95 |
|