Valley Forge Investment Consultants’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 | $686K | Buy |
5,547
+23
| +0.4% | +$2.84K | 0.22% | 41 |
|
|
2025
Q1 | $661K | Buy |
5,524
+21
| +0.4% | +$2.51K | 0.24% | 36 |
|
|
2024
Q4 | $688K | Buy |
5,503
+28
| +0.5% | +$3.5K | 0.24% | 38 |
|
|
2024
Q3 | $677K | Buy |
5,475
+33
| +0.6% | +$4.08K | 0.24% | 38 |
|
|
2024
Q2 | $617K | Buy |
5,442
+25
| +0.5% | +$2.84K | 0.23% | 35 |
|
|
2024
Q1 | $641K | Sell |
5,417
-884
| -14% | -$105K | 0.25% | 33 |
|
|
2023
Q4 | $719K | Sell |
6,301
-23
| -0.4% | -$2.62K | 0.32% | 32 |
|
|
2023
Q3 | $638K | Sell |
6,324
-1,351
| -18% | -$136K | 0.29% | 36 |
|
|
2023
Q2 | $822K | Buy |
7,675
+321
| +4% | +$34.4K | 0.4% | 28 |
|
|
2023
Q1 | $756K | Buy |
7,354
+26
| +0.4% | +$2.67K | 0.39% | 28 |
|
|
2022
Q4 | $739K | Buy |
7,328
+31
| +0.4% | +$3.13K | 0.39% | 28 |
|
|
2022
Q3 | $657K | Sell |
7,297
-56
| -0.8% | -$5.04K | 0.36% | 34 |
|
|
2022
Q2 | $694K | Buy |
7,353
+21
| +0.3% | +$1.98K | 0.35% | 31 |
|
|
2022
Q1 | $804K | Buy |
7,332
+21
| +0.3% | +$2.3K | 0.33% | 35 |
|
|
2021
Q4 | $809K | Buy |
7,311
+26
| +0.4% | +$2.88K | 0.36% | 34 |
|
|
2021
Q3 | $751K | Sell |
7,285
-119
| -2% | -$12.3K | 0.4% | 33 |
|
|
2021
Q2 | $780K | Buy |
7,404
+1,936
| +35% | +$204K | 0.42% | 33 |
|
|
2021
Q1 | $557K | Sell |
5,468
-618
| -10% | -$63K | 0.38% | 37 |
|
|
2020
Q4 | $525K | Buy |
+6,086
| New | +$525K | 0.46% | 38 |
|