Sierra Capital’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 | $4.07M | Sell |
32,958
-2,590
| -7% | -$320K | 0.47% | 55 |
|
|
2025
Q1 | $4.26M | Buy |
35,548
+17
| +0% | +$2.04K | 0.51% | 47 |
|
|
2024
Q4 | $4.44M | Buy |
35,531
+24
| +0.1% | +$3K | 0.53% | 49 |
|
|
2024
Q3 | $4.39M | Buy |
35,507
+26
| +0.1% | +$3.21K | 0.52% | 53 |
|
|
2024
Q2 | $4.03M | Sell |
35,481
-1,572
| -4% | -$178K | 0.54% | 47 |
|
|
2024
Q1 | $4.38M | Buy |
37,053
+53
| +0.1% | +$6.27K | 0.57% | 50 |
|
|
2023
Q4 | $4.22M | Buy |
37,000
+325
| +0.9% | +$37.1K | 0.62% | 49 |
|
|
2023
Q3 | $3.7M | Hold |
36,675
| – | – | 0.59% | 49 |
|
|
2023
Q2 | $3.93M | Buy |
36,675
+82
| +0.2% | +$8.79K | 0.62% | 46 |
|
|
2023
Q1 | $3.76M | Sell |
36,593
-7,925
| -18% | -$815K | 0.61% | 44 |
|
|
2022
Q4 | $4.49M | Buy |
44,518
+3,635
| +9% | +$366K | 0.77% | 34 |
|
|
2022
Q3 | $3.68M | Buy |
40,883
+18,610
| +84% | +$1.67M | 0.68% | 40 |
|
|
2022
Q2 | $2.1M | Buy |
22,273
+13,001
| +140% | +$1.23M | 0.38% | 59 |
|
|
2022
Q1 | $1.02M | Buy |
+9,272
| New | +$1.02M | 0.16% | 107 |
|