Union Savings 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 | $21.9K | Hold |
176
| – | – | 0.01% | 244 |
|
|
2025
Q1 | $21.1K | Hold |
176
| – | – | 0.01% | 251 |
|
|
2024
Q4 | $22K | Sell |
176
-314
| -64% | -$39.2K | 0.01% | 248 |
|
|
2024
Q3 | $60.6K | Hold |
490
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $55.6K | Hold |
490
| – | – | 0.03% | 211 |
|
|
2024
Q1 | $58K | Hold |
490
| – | – | 0.03% | 208 |
|
|
2023
Q4 | $55.9K | Hold |
490
| – | – | 0.03% | 207 |
|
|
2023
Q3 | $49.5K | Hold |
490
| – | – | 0.03% | 209 |
|
|
2023
Q2 | $54.8K | Buy |
+490
| New | +$54.8K | 0.03% | 207 |
|