Petra Financial 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 | $266K | Hold |
2,150
| – | – | 0.17% | 123 |
|
|
2025
Q1 | $257K | Hold |
2,150
| – | – | 0.21% | 101 |
|
|
2024
Q4 | $269K | Hold |
2,150
| – | – | 0.18% | 115 |
|
|
2024
Q3 | $266K | Hold |
2,150
| – | – | 0.18% | 117 |
|
|
2024
Q2 | $244K | Hold |
2,150
| – | – | 0.18% | 111 |
|
|
2024
Q1 | $254K | Hold |
2,150
| – | – | 0.19% | 109 |
|
|
2023
Q4 | $245K | Hold |
2,150
| – | – | 0.2% | 102 |
|
|
2023
Q3 | $217K | Hold |
2,150
| – | – | 0.18% | 115 |
|
|
2023
Q2 | $230K | Buy |
+2,150
| New | +$230K | 0.21% | 98 |
|
|
2023
Q1 | – | Sell |
-2,150
| Closed | -$217K | – | 87 |
|
|
2022
Q4 | $217K | Buy |
+2,150
| New | +$217K | 0.24% | 90 |
|