Riverwater Partners’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
2024
Q2
Sell
-2,190
Closed -$259K 194
2024
Q1
$259K Hold
2,190
0.19% 164
2023
Q4
$250K Sell
2,190
-670
-23% -$76.4K 0.2% 167
2023
Q3
$289K Buy
+2,860
New +$289K 0.26% 136