Rockwood Wealth Management’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 | $288K | Sell |
2,333
-4
| -0.2% | -$494 | 0.03% | 80 |
|
|
2025
Q1 | $280K | Hold |
2,337
| – | – | 0.03% | 77 |
|
|
2024
Q4 | $290K | Hold |
2,337
| – | – | 0.03% | 70 |
|
|
2024
Q3 | $289K | Hold |
2,337
| – | – | 0.03% | 68 |
|
|
2024
Q2 | $265K | Hold |
2,337
| – | – | 0.03% | 70 |
|
|
2024
Q1 | $277K | Sell |
2,337
-95
| -4% | -$11.2K | 0.04% | 68 |
|
|
2023
Q4 | $277K | Sell |
2,432
-41
| -2% | -$4.68K | 0.04% | 62 |
|
|
2023
Q3 | $250K | Hold |
2,473
| – | – | 0.04% | 57 |
|
|
2023
Q2 | $265K | Buy |
2,473
+7
| +0.3% | +$750 | 0.05% | 65 |
|
|
2023
Q1 | $253K | Buy |
2,466
+11
| +0.4% | +$1.13K | 0.05% | 59 |
|
|
2022
Q4 | $247K | Buy |
2,455
+29
| +1% | +$2.92K | 0.06% | 58 |
|
|
2022
Q3 | $218K | Buy |
2,426
+136
| +6% | +$12.2K | 0.07% | 62 |
|
|
2022
Q2 | $216K | Buy |
2,290
+9
| +0.4% | +$850 | 0.1% | 64 |
|
|
2022
Q1 | $250K | Buy |
2,281
+8
| +0.4% | +$877 | 0.12% | 66 |
|
|
2021
Q4 | $252K | Buy |
+2,273
| New | +$252K | 0.11% | 100 |
|