Vance Wealth’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 | $2.3M | Sell |
18,618
-3,978
| -18% | -$492K | 0.78% | 32 |
|
|
2025
Q1 | $2.71M | Sell |
22,596
-2,009
| -8% | -$241K | 1.02% | 20 |
|
|
2024
Q4 | $3.07M | Sell |
24,605
-359
| -1% | -$44.9K | 1.19% | 18 |
|
|
2024
Q3 | $3.09M | Sell |
24,964
-1,492
| -6% | -$184K | 1.17% | 18 |
|
|
2024
Q2 | $3M | Sell |
26,456
-19
| -0.1% | -$2.16K | 1.23% | 19 |
|
|
2024
Q1 | $3.13M | Sell |
26,475
-624
| -2% | -$73.8K | 1.25% | 19 |
|
|
2023
Q4 | $3.09M | Sell |
27,099
-5,770
| -18% | -$658K | 1.34% | 19 |
|
|
2023
Q3 | $3.32M | Buy |
32,869
+890
| +3% | +$89.8K | 1.55% | 16 |
|
|
2023
Q2 | $3.43M | Buy |
31,979
+9,369
| +41% | +$1M | 1.56% | 15 |
|
|
2023
Q1 | $2.32M | Buy |
22,610
+2,827
| +14% | +$291K | 1.25% | 24 |
|
|
2022
Q4 | $1.99M | Buy |
19,783
+8,561
| +76% | +$863K | 1.24% | 25 |
|
|
2022
Q3 | $1.01M | Buy |
11,222
+7,267
| +184% | +$654K | 0.78% | 23 |
|
|
2022
Q2 | $373K | Buy |
+3,955
| New | +$373K | 0.29% | 41 |
|