Total Wealth Planning’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 | $597K | Hold |
4,830
| – | – | 0.08% | 69 |
|
|
2025
Q1 | $578K | Hold |
4,830
| – | – | 0.09% | 58 |
|
|
2024
Q4 | $604K | Hold |
4,830
| – | – | 0.09% | 58 |
|
|
2024
Q3 | $597K | Sell |
4,830
-105
| -2% | -$13K | 0.09% | 58 |
|
|
2024
Q2 | $598K | Hold |
4,935
| – | – | 0.1% | 58 |
|
|
2024
Q1 | $584K | Sell |
4,935
-363
| -7% | -$42.9K | 0.1% | 62 |
|
|
2023
Q4 | $604K | Hold |
5,298
| – | – | 0.11% | 61 |
|
|
2023
Q3 | $535K | Sell |
5,298
-180
| -3% | -$18.2K | 0.11% | 60 |
|
|
2023
Q2 | $587K | Sell |
5,478
-100
| -2% | -$10.7K | 0.12% | 58 |
|
|
2023
Q1 | $573K | Sell |
5,578
-41
| -0.7% | -$4.21K | 0.13% | 58 |
|
|
2022
Q4 | $566K | Sell |
5,619
-398
| -7% | -$40.1K | 0.14% | 58 |
|
|
2022
Q3 | $542K | Sell |
6,017
-220
| -4% | -$19.8K | 0.15% | 56 |
|
|
2022
Q2 | $589K | Buy |
6,237
+166
| +3% | +$15.7K | 0.17% | 57 |
|
|
2022
Q1 | $666K | Buy |
6,071
+3,045
| +101% | +$334K | 0.18% | 52 |
|
|
2021
Q4 | $475K | Sell |
3,026
-3,367
| -53% | -$529K | 0.29% | 27 |
|
|
2021
Q3 | $659K | Hold |
6,393
| – | – | 0.24% | 29 |
|
|
2021
Q2 | $673K | Sell |
6,393
-222
| -3% | -$23.4K | 0.26% | 27 |
|
|
2021
Q1 | $674K | Sell |
6,615
-184
| -3% | -$18.7K | 0.29% | 26 |
|
|
2020
Q4 | $587K | Sell |
6,799
-227
| -3% | -$19.6K | 0.27% | 29 |
|
|
2020
Q3 | $474K | Sell |
7,026
-154
| -2% | -$10.4K | 0.25% | 31 |
|
|
2020
Q2 | $477K | Sell |
7,180
-204
| -3% | -$13.6K | 0.26% | 29 |
|
|
2020
Q1 | $405K | Buy |
7,384
+1,350
| +22% | +$74K | 0.26% | 28 |
|
|
2019
Q4 | $515K | Buy |
6,034
+54
| +0.9% | +$4.61K | 0.27% | 27 |
|
|
2019
Q3 | $478K | Hold |
5,980
| – | – | 0.27% | 27 |
|
|
2019
Q2 | $477K | Sell |
5,980
-72
| -1% | -$5.74K | 0.28% | 27 |
|
|
2019
Q1 | $475K | Sell |
6,052
-172
| -3% | -$13.5K | 0.29% | 27 |
|
|
2018
Q4 | $430K | Buy |
+6,224
| New | +$430K | 0.3% | 27 |
|