RFG Advisory’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 | $503K | Buy |
4,069
+615
| +18% | +$76K | 0.01% | 616 |
|
2025
Q1 | $414K | Buy |
3,454
+174
| +5% | +$20.8K | 0.01% | 628 |
|
2024
Q4 | $410K | Buy |
3,280
+1,423
| +77% | +$178K | 0.01% | 569 |
|
2024
Q3 | $230K | Sell |
1,857
-880
| -32% | -$109K | 0.01% | 681 |
|
2024
Q2 | $311K | Buy |
+2,737
| New | +$311K | 0.01% | 591 |
|