Wealth Architects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,102
| Closed | -$244K | – | 134 |
|
|
2019
Q1 | $244K | Buy |
3,102
+6
| +0.2% | +$472 | 0.08% | 111 |
|
|
2018
Q4 | $214K | Buy |
3,096
+12
| +0.4% | +$829 | 0.08% | 110 |
|
|
2018
Q3 | $258K | Buy |
3,084
+8
| +0.3% | +$669 | 0.08% | 112 |
|
|
2018
Q2 | $249K | Buy |
3,076
+140
| +5% | +$11.3K | 0.08% | 107 |
|
|
2018
Q1 | $227K | Buy |
2,936
+114
| +4% | +$8.81K | 0.08% | 111 |
|
|
2017
Q4 | $226K | Buy |
2,822
+6
| +0.2% | +$481 | 0.07% | 118 |
|
|
2017
Q3 | $215K | Buy |
2,816
+6
| +0.2% | +$458 | 0.07% | 116 |
|
|
2017
Q2 | $208K | Buy |
2,810
+4
| +0.1% | +$296 | 0.08% | 110 |
|
|
2017
Q1 | $208K | Sell |
2,806
-2
| -0.1% | -$148 | 0.08% | 112 |
|
|
2016
Q4 | $203K | Buy |
+2,808
| New | +$203K | 0.09% | 110 |
|
|
2015
Q2 | – | Sell |
-3,060
| Closed | -$200K | – | 117 |
|
|
2015
Q1 | $200K | Buy |
+3,060
| New | +$200K | 0.12% | 95 |
|