Strategic Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6K | Buy |
+426
| New | +$52.6K | ﹤0.01% | 486 |
|
|
2019
Q4 | – | Sell |
-700
| Closed | -$54 | – | 303 |
|
|
2019
Q3 | $54 | Sell |
700
-116
| -14% | -$9 | ﹤0.01% | 296 |
|
|
2019
Q2 | $65K | Buy |
816
+116
| +17% | +$9.24K | 0.03% | 206 |
|
|
2019
Q1 | $56K | Hold |
700
| – | – | 0.03% | 225 |
|
|
2018
Q4 | $52K | Hold |
700
| – | – | 0.03% | 222 |
|
|
2018
Q3 | $59K | Hold |
700
| – | – | 0.03% | 218 |
|
|
2018
Q2 | $182K | Sell |
700
-396
| -36% | -$103K | 0.11% | 146 |
|
|
2018
Q1 | $85K | Hold |
1,096
| – | – | 0.04% | 208 |
|
|
2017
Q4 | $85K | Buy |
+1,096
| New | +$85K | 0.05% | 187 |
|