SWP Financial’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 | $214K | Hold |
1,728
| – | – | 0.12% | 70 |
|
|
2025
Q1 | $207K | Hold |
1,728
| – | – | 0.13% | 63 |
|
|
2024
Q4 | $216K | Hold |
1,728
| – | – | 0.13% | 65 |
|
|
2024
Q3 | $214K | Buy |
+1,728
| New | +$214K | 0.13% | 53 |
|
|
2024
Q2 | – | Sell |
-1,728
| Closed | -$204K | – | 51 |
|
|
2024
Q1 | $204K | Buy |
+1,728
| New | +$204K | 0.14% | 48 |
|