WealthShield Partners’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 | $967K | Sell |
7,826
-1,846
| -19% | -$228K | 0.12% | 174 |
|
|
2025
Q1 | $1.16M | Hold |
9,672
| – | – | 0.15% | 148 |
|
|
2024
Q4 | $1.21M | Sell |
9,672
-158
| -2% | -$19.7K | 0.17% | 132 |
|
|
2024
Q3 | $1.22M | Buy |
9,830
+309
| +3% | +$38.2K | 0.16% | 138 |
|
|
2024
Q2 | $1.08M | Buy |
9,521
+9
| +0.1% | +$1.02K | 0.16% | 141 |
|
|
2024
Q1 | $1.13M | Sell |
9,512
-534
| -5% | -$63.2K | 0.18% | 137 |
|
|
2023
Q4 | $1.15M | Buy |
10,046
+150
| +2% | +$17.1K | 0.19% | 130 |
|
|
2023
Q3 | $1M | Sell |
9,896
-591
| -6% | -$60K | 0.15% | 147 |
|
|
2023
Q2 | $1.12M | Sell |
10,487
-380
| -3% | -$40.7K | 0.17% | 136 |
|
|
2023
Q1 | $1.12M | Buy |
10,867
+61
| +0.6% | +$6.27K | 0.18% | 137 |
|
|
2022
Q4 | $1.09M | Sell |
10,806
-62
| -0.6% | -$6.25K | 0.21% | 122 |
|
|
2022
Q3 | $978K | Hold |
10,868
| – | – | 0.19% | 127 |
|
|
2022
Q2 | $1.03M | Buy |
10,868
+143
| +1% | +$13.5K | 0.2% | 122 |
|
|
2022
Q1 | $1.18M | Buy |
+10,725
| New | +$1.18M | 0.19% | 127 |
|