Second Half Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,196
| Closed | -$707K | – | 67 |
|
|
2023
Q4 | $707K | Sell |
6,196
-532
| -8% | -$60.7K | 0.35% | 29 |
|
|
2023
Q3 | $679K | Sell |
6,728
-988
| -13% | -$99.7K | 0.34% | 21 |
|
|
2023
Q2 | $827K | Sell |
7,716
-279
| -3% | -$29.9K | 0.19% | 89 |
|
|
2023
Q1 | $822K | Sell |
7,995
-219
| -3% | -$22.5K | 0.49% | 17 |
|
|
2022
Q4 | $922K | Buy |
8,214
+197
| +2% | +$22.1K | 0.6% | 21 |
|
|
2022
Q3 | $722K | Buy |
8,017
+1,145
| +17% | +$103K | 0.9% | 18 |
|
|
2022
Q2 | $700K | Hold |
6,872
| – | – | 0.54% | 42 |
|
|
2022
Q1 | $700K | Buy |
+6,872
| New | +$700K | 0.54% | 42 |
|