Venturi Wealth Management’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
Q1 | – | Sell |
-553
| Closed | -$69.1K | – | 1189 |
|
|
2024
Q4 | $69.1K | Hold |
553
| – | – | ﹤0.01% | 921 |
|
|
2024
Q3 | $68.4K | Hold |
553
| – | – | ﹤0.01% | 672 |
|
|
2024
Q2 | $62.7K | Hold |
553
| – | – | ﹤0.01% | 607 |
|
|
2024
Q1 | $65.4K | Sell |
553
-868
| -61% | -$103K | ﹤0.01% | 469 |
|
|
2023
Q4 | $162K | Buy |
+1,421
| New | +$162K | 0.01% | 366 |
|