Sage Financial Group’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 | $410K | Sell |
3,314
-15
| -0.5% | -$1.85K | 0.03% | 76 |
|
|
2025
Q1 | $399K | Sell |
3,329
-19
| -0.6% | -$2.28K | 0.03% | 82 |
|
|
2024
Q4 | $418K | Buy |
3,348
+276
| +9% | +$34.5K | 0.03% | 76 |
|
|
2024
Q3 | $380K | Sell |
3,072
-33
| -1% | -$4.08K | 0.03% | 81 |
|
|
2024
Q2 | $352K | Buy |
3,105
+2
| +0.1% | +$227 | 0.03% | 80 |
|
|
2024
Q1 | $367K | Sell |
3,103
-7
| -0.2% | -$828 | 0.03% | 81 |
|
|
2023
Q4 | $355K | Buy |
3,110
+13
| +0.4% | +$1.48K | 0.03% | 81 |
|
|
2023
Q3 | $313K | Sell |
3,097
-118
| -4% | -$11.9K | 0.03% | 80 |
|
|
2023
Q2 | $344K | Buy |
3,215
+4
| +0.1% | +$428 | 0.04% | 77 |
|
|
2023
Q1 | $330K | Buy |
3,211
+257
| +9% | +$26.4K | 0.04% | 79 |
|
|
2022
Q4 | $298K | Buy |
2,954
+420
| +17% | +$42.3K | 0.04% | 81 |
|
|
2022
Q3 | $228K | Buy |
2,534
+77
| +3% | +$6.93K | 0.03% | 83 |
|
|
2022
Q2 | $232K | Buy |
+2,457
| New | +$232K | 0.03% | 85 |
|