PP
Prosperity Planning’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
23,319
-37
| -0.2% | -$4.57K | 0.83% | 30 |
|
|
2025
Q1 | $2.8M | Sell |
23,356
-365
| -2% | -$43.7K | 0.88% | 30 |
|
|
2024
Q4 | $2.96M | Sell |
23,721
-2,184
| -8% | -$273K | 0.95% | 29 |
|
|
2024
Q3 | $3.2M | Sell |
25,905
-502
| -2% | -$62.1K | 1.01% | 24 |
|
|
2024
Q2 | $3M | Sell |
26,407
-614
| -2% | -$69.7K | 1.02% | 24 |
|
|
2024
Q1 | $3.2M | Sell |
27,021
-63
| -0.2% | -$7.45K | 1.11% | 22 |
|
|
2023
Q4 | $3.09M | Buy |
27,084
+86
| +0.3% | +$9.81K | 1.16% | 22 |
|
|
2023
Q3 | $2.72M | Sell |
26,998
-804
| -3% | -$81.1K | 1.14% | 23 |
|
|
2023
Q2 | $2.98M | Buy |
27,802
+212
| +0.8% | +$22.7K | 1.23% | 23 |
|
|
2023
Q1 | $2.84M | Buy |
27,590
+112
| +0.4% | +$11.5K | 1.24% | 22 |
|
|
2022
Q4 | $2.46M | Hold |
27,478
| – | – | 1.21% | 25 |
|
|
2022
Q3 | $2.47M | Buy |
27,478
+6,782
| +33% | +$610K | 1.29% | 24 |
|
|
2022
Q2 | $2.07M | Hold |
20,696
| – | – | 1.06% | 25 |
|
|
2022
Q1 | $2.27M | Hold |
20,696
| – | – | 1.11% | 24 |
|
|
2021
Q4 | $2.29M | Sell |
20,696
-372
| -2% | -$41.2K | 1.16% | 24 |
|
|
2021
Q3 | $2.17M | Sell |
21,068
-149
| -0.7% | -$15.4K | 1.18% | 25 |
|
|
2021
Q2 | $2.24M | Sell |
21,217
-1,057
| -5% | -$111K | 1.39% | 23 |
|
|
2021
Q1 | $2.27M | Sell |
22,274
-439
| -2% | -$44.7K | 1.61% | 19 |
|
|
2020
Q4 | $1.96M | Buy |
+22,713
| New | +$1.96M | 1.66% | 20 |
|