Salem Investment Counselors’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 | $167K | Hold |
1,352
| – | – | 0.01% | 385 |
|
2025
Q1 | $162K | Hold |
1,352
| – | – | 0.01% | 381 |
|
2024
Q4 | $169K | Hold |
1,352
| – | – | 0.01% | 382 |
|
2024
Q3 | $167K | Hold |
1,352
| – | – | 0.01% | 383 |
|
2024
Q2 | $153K | Buy |
1,352
+490
| +57% | +$55.6K | ﹤0.01% | 388 |
|
2024
Q1 | $102K | Hold |
862
| – | – | ﹤0.01% | 445 |
|
2023
Q4 | $98.3K | Hold |
862
| – | – | ﹤0.01% | 444 |
|
2023
Q3 | $87.5K | Hold |
862
| – | – | ﹤0.01% | 437 |
|
2023
Q2 | $92.3K | Hold |
862
| – | – | ﹤0.01% | 430 |
|
2023
Q1 | $88.6K | Hold |
862
| – | – | ﹤0.01% | 436 |
|
2022
Q4 | $86.9K | Sell |
862
-15
| -2% | -$1.51K | ﹤0.01% | 434 |
|
2022
Q3 | $79K | Hold |
877
| – | – | ﹤0.01% | 420 |
|
2022
Q2 | $83K | Buy |
877
+583
| +198% | +$55.2K | ﹤0.01% | 428 |
|
2022
Q1 | $32K | Hold |
294
| – | – | ﹤0.01% | 583 |
|
2021
Q4 | $33K | Hold |
294
| – | – | ﹤0.01% | 626 |
|
2021
Q3 | $30K | Hold |
294
| – | – | ﹤0.01% | 568 |
|
2021
Q2 | $31K | Hold |
294
| – | – | ﹤0.01% | 553 |
|
2021
Q1 | $30K | Sell |
294
-380
| -56% | -$38.8K | ﹤0.01% | 529 |
|
2020
Q4 | $58K | Buy |
+674
| New | +$58K | ﹤0.01% | 409 |
|