RWA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
20,063
-68
| -0.3% | -$8.4K | 0.03% | 225 |
|
|
2025
Q1 | $2.41M | Buy |
20,131
+18,023
| +855% | +$2.16M | 0.03% | 220 |
|
|
2024
Q4 | $263K | Sell |
2,108
-34
| -2% | -$4.25K | ﹤0.01% | 499 |
|
|
2024
Q3 | $265K | Buy |
2,142
+62
| +3% | +$7.66K | ﹤0.01% | 497 |
|
|
2024
Q2 | $236K | Hold |
2,080
| – | – | ﹤0.01% | 497 |
|
|
2024
Q1 | $246K | Sell |
2,080
-44
| -2% | -$5.21K | ﹤0.01% | 491 |
|
|
2023
Q4 | $242K | Sell |
2,124
-209
| -9% | -$23.8K | ﹤0.01% | 475 |
|
|
2023
Q3 | $235K | Hold |
2,333
| – | – | 0.01% | 342 |
|
|
2023
Q2 | $250K | Buy |
+2,333
| New | +$250K | 0.01% | 295 |
|
|
2018
Q3 | – | Sell |
-2,194
| Closed | -$178K | – | 459 |
|
|
2018
Q2 | $178K | Buy |
2,194
+494
| +29% | +$40.1K | 0.02% | 239 |
|
|
2018
Q1 | $131K | Buy |
+1,700
| New | +$131K | 0.02% | 235 |
|