Romano Brothers & Co’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 | $295K | Sell |
2,385
-20
| -0.8% | -$2.47K | 0.04% | 269 |
|
|
2025
Q1 | $288K | Hold |
2,405
| – | – | 0.04% | 272 |
|
|
2024
Q4 | $301K | Hold |
2,405
| – | – | 0.04% | 263 |
|
|
2024
Q3 | $297K | Sell |
2,405
-10
| -0.4% | -$1.24K | 0.04% | 265 |
|
|
2024
Q2 | $274K | Hold |
2,415
| – | – | 0.04% | 264 |
|
|
2024
Q1 | $286K | Hold |
2,415
| – | – | 0.04% | 262 |
|
|
2023
Q4 | $275K | Sell |
2,415
-980
| -29% | -$112K | 0.04% | 260 |
|
|
2023
Q3 | $343K | Hold |
3,395
| – | – | 0.05% | 240 |
|
|
2023
Q2 | $364K | Hold |
3,395
| – | – | 0.05% | 245 |
|
|
2023
Q1 | $349K | Hold |
3,395
| – | – | 0.05% | 242 |
|
|
2022
Q4 | $342K | Hold |
3,395
| – | – | 0.05% | 238 |
|
|
2022
Q3 | $306K | Buy |
+3,395
| New | +$306K | 0.05% | 246 |
|