Sunesis Advisors’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
Q1 | $237K | Hold |
1,977
| – | – | 0.13% | 40 |
|
|
2024
Q4 | $247K | Hold |
1,977
| – | – | 0.15% | 37 |
|
|
2024
Q3 | $244K | Sell |
1,977
-277
| -12% | -$34.2K | 0.15% | 38 |
|
|
2024
Q2 | $256K | Sell |
2,254
-342
| -13% | -$38.8K | 0.15% | 41 |
|
|
2024
Q1 | $307K | Hold |
2,596
| – | – | 0.18% | 43 |
|
|
2023
Q4 | $296K | Hold |
2,596
| – | – | 0.18% | 53 |
|
|
2023
Q3 | $262K | Buy |
+2,596
| New | +$262K | 0.19% | 54 |
|
|
2023
Q1 | $267K | Sell |
2,596
-11,834
| -82% | -$1.22M | 0.19% | 58 |
|
|
2022
Q4 | $1.45M | Hold |
14,430
| – | – | 0.93% | 21 |
|
|
2022
Q3 | $1.3M | Hold |
14,430
| – | – | 0.89% | 24 |
|
|
2022
Q2 | $1.36M | Sell |
14,430
-80
| -0.6% | -$7.55K | 0.89% | 24 |
|
|
2022
Q1 | $1.59M | Buy |
+14,510
| New | +$1.59M | 0.92% | 23 |
|