Transparent Wealth Partners’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
Q1 | $284K | Sell |
2,761
-153
| -5% | -$15.7K | 0.21% | 30 |
|
|
2022
Q4 | $294K | Buy |
2,914
+16
| +0.6% | +$1.61K | 0.23% | 27 |
|
|
2022
Q3 | $261K | Buy |
2,898
+21
| +0.7% | +$1.89K | 0.22% | 26 |
|
|
2022
Q2 | $272K | Buy |
+2,877
| New | +$272K | 0.24% | 26 |
|
|
2022
Q1 | – | Sell |
-2,856
| Closed | -$316K | – | 43 |
|
|
2021
Q4 | $316K | Buy |
+2,856
| New | +$316K | 0.24% | 25 |
|