TSWM
Triangle Securities Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
3,885
+998
| +35% | +$123K | 0.12% | 154 |
|
|
2025
Q1 | $346K | Sell |
2,887
-7
| -0.2% | -$838 | 0.09% | 174 |
|
|
2024
Q4 | $362K | Sell |
2,894
-31
| -1% | -$3.87K | 0.09% | 173 |
|
|
2024
Q3 | $362K | Sell |
2,925
-635
| -18% | -$78.5K | 0.09% | 176 |
|
|
2024
Q2 | $404K | Buy |
3,560
+36
| +1% | +$4.09K | 0.11% | 161 |
|
|
2024
Q1 | $417K | Buy |
3,524
+44
| +1% | +$5.21K | 0.12% | 158 |
|
|
2023
Q4 | $397K | Buy |
+3,480
| New | +$397K | 0.12% | 154 |
|
|
2013
Q3 | – | Sell |
-94
| Closed | -$10K | – | 247 |
|
|
2013
Q2 | $10K | Buy |
+94
| New | +$10K | 0.01% | 452 |
|