PSI 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
Q1 | – | Sell |
-202
| Closed | -$25.2K | – | 841 |
|
|
2024
Q4 | $25.2K | Buy |
202
+1
| +0.5% | +$125 | 0.01% | 378 |
|
|
2024
Q3 | $24.8K | Hold |
201
| – | – | 0.01% | 387 |
|
|
2024
Q2 | $22.7K | Buy |
201
+1
| +0.5% | +$113 | 0.01% | 380 |
|
|
2024
Q1 | $23.6K | Hold |
200
| – | – | 0.01% | 364 |
|
|
2023
Q4 | $22.7K | Buy |
200
+2
| +1% | +$227 | 0.01% | 390 |
|
|
2023
Q3 | $19.9K | Hold |
198
| – | – | 0.01% | 389 |
|
|
2023
Q2 | $21.2K | Sell |
198
-61
| -24% | -$6.52K | 0.01% | 383 |
|
|
2023
Q1 | $26.6K | Buy |
259
+98
| +61% | +$10.1K | 0.01% | 294 |
|
|
2022
Q4 | $16.2K | Sell |
161
-1,053
| -87% | -$106K | 0.01% | 361 |
|
|
2022
Q3 | $109K | Sell |
1,214
-1,620
| -57% | -$145K | 0.06% | 151 |
|
|
2022
Q2 | $268K | Sell |
2,834
-60
| -2% | -$5.67K | 0.13% | 108 |
|
|
2022
Q1 | $317K | Hold |
2,894
| – | – | 0.13% | 113 |
|
|
2021
Q4 | $320K | Hold |
2,894
| – | – | 0.13% | 115 |
|
|
2021
Q3 | $298K | Sell |
2,894
-80
| -3% | -$8.24K | 0.14% | 115 |
|
|
2021
Q2 | $313K | Hold |
2,974
| – | – | 0.17% | 109 |
|
|
2021
Q1 | $303K | Hold |
2,974
| – | – | 0.18% | 104 |
|
|
2020
Q4 | $256K | Sell |
2,974
-280
| -9% | -$24.1K | 0.18% | 106 |
|
|
2020
Q3 | $219K | Sell |
3,254
-1,502
| -32% | -$101K | 0.17% | 110 |
|
|
2020
Q2 | $316K | Sell |
4,756
-300
| -6% | -$19.9K | 0.25% | 81 |
|
|
2020
Q1 | $277K | Sell |
5,056
-838
| -14% | -$45.9K | 0.25% | 79 |
|
|
2019
Q4 | $503K | Buy |
+5,894
| New | +$503K | 0.32% | 65 |
|