Stratos Investment 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 | $603K | Sell |
4,877
-2,133
| -30% | -$264K | 0.03% | 231 |
|
|
2025
Q1 | $839K | Buy |
7,010
+117
| +2% | +$14K | 0.04% | 170 |
|
|
2024
Q4 | $861K | Buy |
+6,893
| New | +$861K | 0.05% | 135 |
|
|
2022
Q3 | – | Sell |
-2,997
| Closed | -$283K | – | 153 |
|
|
2022
Q2 | $283K | Sell |
2,997
-599
| -17% | -$56.6K | 0.05% | 133 |
|
|
2022
Q1 | $394K | Hold |
3,596
| – | – | 0.07% | 125 |
|
|
2021
Q4 | $398K | Buy |
3,596
+1
| +0% | +$111 | 0.06% | 134 |
|
|
2021
Q3 | $371K | Buy |
+3,595
| New | +$371K | 0.06% | 172 |
|