USA Financial Formulas’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 | – | Sell |
-36,877
| Closed | -$4.42M | – | 300 |
|
|
2025
Q1 | $4.42M | Buy |
+36,877
| New | +$4.42M | 0.73% | 9 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$908 | – | 439 |
|
|
2023
Q3 | $908 | Hold |
9
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $964 | Hold |
9
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $925 | Buy |
+9
| New | +$925 | ﹤0.01% | 303 |
|
|
2022
Q3 | $1K | Sell |
12
-97
| -89% | -$8.08K | ﹤0.01% | 239 |
|
|
2022
Q2 | $10K | Buy |
109
+28
| +35% | +$2.57K | 0.01% | 140 |
|
|
2022
Q1 | $9K | Buy |
81
+13
| +19% | +$1.44K | 0.01% | 162 |
|
|
2021
Q4 | $8K | Buy |
68
+19
| +39% | +$2.24K | 0.01% | 199 |
|
|
2021
Q3 | $5K | Sell |
49
-24
| -33% | -$2.45K | ﹤0.01% | 267 |
|
|
2021
Q2 | $8K | Hold |
73
| – | – | 0.01% | 244 |
|
|
2021
Q1 | $7K | Buy |
+73
| New | +$7K | 0.01% | 226 |
|
|
2017
Q1 | – | Sell |
-11,878
| Closed | -$862K | – | 284 |
|
|
2016
Q4 | $862K | Buy |
+11,878
| New | +$862K | 0.21% | 93 |
|