Rothschild Investment LLC’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 | $96.4K | Sell |
780
-160
| -17% | -$19.8K | 0.01% | 653 |
|
|
2025
Q1 | $113K | Hold |
940
| – | – | 0.01% | 606 |
|
|
2024
Q4 | $117K | Hold |
940
| – | – | 0.01% | 601 |
|
|
2024
Q3 | $116K | Hold |
940
| – | – | 0.01% | 619 |
|
|
2024
Q2 | $107K | Sell |
940
-350
| -27% | -$39.7K | 0.01% | 609 |
|
|
2024
Q1 | $153K | Hold |
1,290
| – | – | 0.01% | 516 |
|
|
2023
Q4 | $147K | Buy |
+1,290
| New | +$147K | 0.01% | 468 |
|