SVB Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $273K | Sell |
2,488
-2
| -0.1% | -$219 | 0.17% | 38 |
|
|
2021
Q4 | $280K | Buy |
2,490
+2
| +0.1% | +$225 | 0.19% | 34 |
|
|
2021
Q3 | $256K | Hold |
2,488
| – | – | 0.17% | 34 |
|
|
2021
Q2 | $262K | Hold |
2,488
| – | – | 0.17% | 33 |
|
|
2021
Q1 | $253K | Hold |
2,488
| – | – | 0.2% | 34 |
|
|
2020
Q4 | $215K | Hold |
2,488
| – | – | 0.17% | 38 |
|
|
2020
Q3 | $168K | Buy |
2,488
+388
| +18% | +$26.2K | 0.14% | 41 |
|
|
2020
Q2 | $140K | Hold |
2,100
| – | – | 0.13% | 40 |
|
|
2020
Q1 | $115K | Hold |
2,100
| – | – | 0.1% | 37 |
|
|
2019
Q4 | $179K | Buy |
+2,100
| New | +$179K | 0.17% | 36 |
|