Wealth Enhancement Advisory Services’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 | $13.8M | Buy |
107,447
+3,871
| +4% | +$495K | 0.02% | 532 |
|
|
2025
Q1 | $12.4M | Sell |
103,576
-7,269
| -7% | -$870K | 0.02% | 516 |
|
|
2024
Q4 | $13.9M | Buy |
110,845
+14,294
| +15% | +$1.79M | 0.03% | 476 |
|
|
2024
Q3 | $11.9M | Sell |
96,551
-8
| -0% | -$989 | 0.03% | 471 |
|
|
2024
Q2 | $11M | Sell |
96,559
-6,805
| -7% | -$772K | 0.03% | 463 |
|
|
2024
Q1 | $12.2M | Sell |
103,364
-5,555
| -5% | -$657K | 0.03% | 417 |
|
|
2023
Q4 | $12.4M | Buy |
108,919
+9,475
| +10% | +$1.08M | 0.04% | 382 |
|
|
2023
Q3 | $10M | Buy |
99,444
+97,256
| +4,445% | +$9.82M | 0.03% | 408 |
|
|
2023
Q2 | $234K | Buy |
2,188
+80
| +4% | +$8.57K | ﹤0.01% | 473 |
|
|
2023
Q1 | $217K | Buy |
+2,108
| New | +$217K | ﹤0.01% | 495 |
|