Umpqua Bank’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 | $2.27M | Buy |
17,838
+4,764
| +36% | +$607K | 0.69% | 44 |
|
|
2025
Q1 | $1.57M | Sell |
13,074
-858
| -6% | -$103K | 0.54% | 54 |
|
|
2024
Q4 | $1.76M | Buy |
13,932
+4,689
| +51% | +$592K | 0.61% | 48 |
|
|
2024
Q3 | $1.14M | Buy |
9,243
+1,450
| +19% | +$179K | 0.42% | 70 |
|
|
2024
Q2 | $884K | Sell |
7,793
-26
| -0.3% | -$2.95K | 0.34% | 75 |
|
|
2024
Q1 | $925K | Buy |
+7,819
| New | +$925K | 0.38% | 73 |
|