Tyche 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
2025
Q2
$235K Buy
1,903
+29
+2% +$3.58K 0.05% 257
2025
Q1
$224K Hold
1,874
0.05% 252
2024
Q4
$234K Buy
1,874
+1
+0.1% +$125 0.05% 257
2024
Q3
$232K Sell
1,873
-25
-1% -$3.09K 0.05% 249
2024
Q2
$215K Hold
1,898
0.05% 245
2024
Q1
$224K Sell
1,898
-48
-2% -$5.68K 0.05% 246
2023
Q4
$222K Buy
+1,946
New +$222K 0.05% 263