Wealthstar Advisors’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
2024
Q2
Sell
-3,064
Closed -$362K 76
2024
Q1
$362K Buy
+3,064
New +$362K 0.13% 100
2021
Q4
Sell
-43,300
Closed -$4.46M 95
2021
Q3
$4.46M Buy
43,300
+23,385
+117% +$2.41M 1.35% 15
2021
Q2
$2.1M Buy
+19,915
New +$2.1M 0.66% 20