Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,035
| Closed | -$106K | – | 323 |
|
|
2023
Q1 | $106K | Hold |
1,035
| – | – | 0.05% | 86 |
|
|
2022
Q4 | $104K | Sell |
1,035
-169
| -14% | -$17K | 0.05% | 90 |
|
|
2022
Q3 | $108K | Hold |
1,204
| – | – | 0.05% | 84 |
|
|
2022
Q2 | $114K | Hold |
1,204
| – | – | 0.04% | 91 |
|
|
2022
Q1 | $132K | Hold |
1,204
| – | – | 0.14% | 81 |
|
|
2021
Q4 | $133K | Hold |
1,204
| – | – | 0.1% | 87 |
|
|
2021
Q3 | $124K | Hold |
1,204
| – | – | 0.1% | 89 |
|
|
2021
Q2 | $127K | Hold |
1,204
| – | – | 0.11% | 82 |
|
|
2021
Q1 | $123K | Hold |
1,204
| – | – | 0.13% | 79 |
|
|
2020
Q4 | $104K | Buy |
+1,204
| New | +$104K | 0.1% | 86 |
|