SageView Advisory 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 | $626K | Hold |
4,913
| – | – | 0.02% | 327 |
|
|
2025
Q1 | $588K | Sell |
4,913
-2
| -0% | -$239 | 0.03% | 313 |
|
|
2024
Q4 | $614K | Buy |
+4,915
| New | +$614K | 0.03% | 307 |
|
|
2024
Q2 | – | Sell |
-2,786
| Closed | -$586K | – | 619 |
|
|
2024
Q1 | $586K | Buy |
2,786
+386
| +16% | +$81.2K | 0.03% | 293 |
|
|
2023
Q4 | $271K | Buy |
+2,400
| New | +$271K | 0.01% | 542 |
|