Sound Income Strategies’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 | $324K | Sell |
2,624
-1,260
| -32% | -$156K | 0.02% | 221 |
|
|
2025
Q1 | $465K | Buy |
+3,884
| New | +$465K | 0.03% | 190 |
|
|
2024
Q4 | – | Sell |
-79
| Closed | -$9.82K | – | 1439 |
|
|
2024
Q3 | $9.82K | Sell |
79
-24,871
| -100% | -$3.09M | ﹤0.01% | 801 |
|
|
2024
Q2 | $2.83M | Buy |
24,950
+5,527
| +28% | +$627K | 0.18% | 100 |
|
|
2024
Q1 | $2.3M | Buy |
+19,423
| New | +$2.3M | 0.17% | 95 |
|
|
2021
Q2 | – | Sell |
-104
| Closed | -$10.6K | – | 945 |
|
|
2021
Q1 | $10.6K | Hold |
104
| – | – | ﹤0.01% | 474 |
|
|
2020
Q4 | $9K | Hold |
104
| – | – | ﹤0.01% | 473 |
|
|
2020
Q3 | $7K | Buy |
104
+2
| +2% | +$135 | ﹤0.01% | 484 |
|
|
2020
Q2 | $7K | Hold |
102
| – | – | ﹤0.01% | 456 |
|
|
2020
Q1 | $6K | Hold |
102
| – | – | ﹤0.01% | 423 |
|
|
2019
Q4 | $9K | Buy |
102
+2
| +2% | +$176 | ﹤0.01% | 350 |
|
|
2019
Q3 | $8K | Sell |
100
-198
| -66% | -$15.8K | ﹤0.01% | 347 |
|
|
2019
Q2 | $24K | Buy |
298
+198
| +198% | +$15.9K | 0.01% | 201 |
|
|
2019
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 367 |
|