TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $13K | Hold |
202
| – | – | 0.01% | 436 |
|
|
2020
Q1 | $11K | Hold |
202
| – | – | 0.01% | 442 |
|
|
2019
Q4 | $17K | Hold |
202
| – | – | 0.01% | 400 |
|
|
2019
Q3 | $16K | Hold |
202
| – | – | 0.01% | 399 |
|
|
2019
Q2 | $16K | Hold |
202
| – | – | 0.01% | 402 |
|
|
2019
Q1 | $16K | Hold |
202
| – | – | 0.01% | 393 |
|
|
2018
Q4 | $14K | Hold |
202
| – | – | 0.01% | 400 |
|
|
2018
Q3 | $17K | Hold |
202
| – | – | 0.01% | 404 |
|
|
2018
Q2 | $16K | Hold |
202
| – | – | 0.01% | 412 |
|
|
2018
Q1 | $16K | Hold |
202
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $16K | Buy |
+202
| New | +$16K | 0.01% | 434 |
|