Rise 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 | $2.35K | Hold |
19
| – | – | ﹤0.01% | 1187 |
|
2025
Q1 | $2.28K | Hold |
19
| – | – | ﹤0.01% | 1176 |
|
2024
Q4 | $2.37K | Hold |
19
| – | – | ﹤0.01% | 1069 |
|
2024
Q3 | $2.35K | Hold |
19
| – | – | ﹤0.01% | 1122 |
|
2024
Q2 | $2.16K | Hold |
19
| – | – | ﹤0.01% | 1120 |
|
2024
Q1 | $2.25K | Hold |
19
| – | – | ﹤0.01% | 1133 |
|
2023
Q4 | $2.17K | Hold |
19
| – | – | ﹤0.01% | 458 |
|
2023
Q3 | $1.92K | Sell |
19
-66
| -78% | -$6.66K | ﹤0.01% | 473 |
|
2023
Q2 | $9.06K | Buy |
85
+1
| +1% | +$107 | 0.01% | 352 |
|
2023
Q1 | $8.67K | Hold |
84
| – | – | 0.01% | 383 |
|
2022
Q4 | $8.47K | Hold |
84
| – | – | 0.01% | 373 |
|
2022
Q3 | $8K | Buy |
84
+1
| +1% | +$95 | 0.01% | 371 |
|
2022
Q2 | $8K | Buy |
83
+64
| +337% | +$6.17K | 0.01% | 372 |
|
2022
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 534 |
|
2021
Q4 | $2.1K | Buy |
+19
| New | +$2.1K | ﹤0.01% | 524 |
|