StoneCrest Wealth Management’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 | $803K | Sell |
6,494
-163
| -2% | -$20.1K | 0.38% | 48 |
|
|
2025
Q1 | $797K | Sell |
6,657
-267
| -4% | -$32K | 0.51% | 41 |
|
|
2024
Q4 | $865K | Sell |
6,924
-135
| -2% | -$16.9K | 0.56% | 34 |
|
|
2024
Q3 | $873K | Sell |
7,059
-704
| -9% | -$87K | 0.63% | 33 |
|
|
2024
Q2 | $881K | Sell |
7,763
-6,846
| -47% | -$777K | 0.67% | 30 |
|
|
2024
Q1 | $1.73M | Sell |
14,609
-47
| -0.3% | -$5.56K | 1.49% | 20 |
|
|
2023
Q4 | $1.67M | Buy |
+14,656
| New | +$1.67M | 1.6% | 19 |
|