Presilium Private Wealth’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 | $1.22M | Sell |
9,912
-5,075
| -34% | -$627K | 0.25% | 24 |
|
|
2025
Q1 | $1.79M | Sell |
14,987
-3,957
| -21% | -$474K | 0.4% | 25 |
|
|
2024
Q4 | $2.37M | Sell |
18,944
-34
| -0.2% | -$4.25K | 0.54% | 24 |
|
|
2024
Q3 | $2.35M | Sell |
18,978
-162
| -0.8% | -$20K | 0.54% | 25 |
|
|
2024
Q2 | $2.17M | Buy |
19,140
+25
| +0.1% | +$2.84K | 0.55% | 25 |
|
|
2024
Q1 | $2.26M | Sell |
19,115
-923
| -5% | -$109K | 0.6% | 25 |
|
|
2023
Q4 | $2.29M | Buy |
20,038
+16,104
| +409% | +$1.84M | 0.65% | 27 |
|
|
2023
Q3 | $397K | Buy |
3,934
+16
| +0.4% | +$1.62K | 0.13% | 44 |
|
|
2023
Q2 | $420K | Buy |
3,918
+1,000
| +34% | +$107K | 0.14% | 42 |
|
|
2023
Q1 | $300K | Hold |
2,918
| – | – | 0.12% | 42 |
|
|
2022
Q4 | $294K | Buy |
+2,918
| New | +$294K | 0.12% | 41 |
|