Security Financial Services’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
2023
Q2
Sell
-9,760
Closed -$1M 154
2023
Q1
$1M Sell
9,760
-2,413
-20% -$248K 0.3% 64
2022
Q4
$1.23M Sell
12,173
-2,145
-15% -$216K 0.38% 56
2022
Q3
$1.29M Sell
14,318
-1,919
-12% -$173K 0.44% 52
2022
Q2
$1.53M Buy
+16,237
New +$1.53M 0.49% 51