Ruggaard & Associates’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 | – | Sell |
-1,737
| Closed | -$208K | – | 119 |
|
|
2025
Q1 | $208K | Buy |
1,737
+1
| +0.1% | +$120 | 0.09% | 111 |
|
|
2024
Q4 | $217K | Sell |
1,736
-209
| -11% | -$26.1K | 0.1% | 105 |
|
|
2024
Q3 | $240K | Buy |
1,945
+1
| +0.1% | +$124 | 0.1% | 106 |
|
|
2024
Q2 | $221K | Buy |
1,944
+1
| +0.1% | +$113 | 0.1% | 109 |
|
|
2024
Q1 | $230K | Buy |
1,943
+1
| +0.1% | +$118 | 0.11% | 110 |
|
|
2023
Q4 | $221K | Buy |
+1,942
| New | +$221K | 0.12% | 105 |
|
|
2023
Q3 | – | Sell |
-1,942
| Closed | -$208K | – | 112 |
|
|
2023
Q2 | $208K | Buy |
+1,942
| New | +$208K | 0.12% | 102 |
|