WFAG
Wescott Financial Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,177
| Closed | -$380K | – | 177 |
|
|
2025
Q1 | $380K | Buy |
3,177
+1
| +0% | +$120 | 0.04% | 128 |
|
|
2024
Q4 | $397K | Buy |
3,176
+1
| +0% | +$125 | 0.04% | 126 |
|
|
2024
Q3 | $392K | Sell |
3,175
-139
| -4% | -$17.2K | 0.04% | 133 |
|
|
2024
Q2 | $376K | Buy |
3,314
+2
| +0.1% | +$227 | 0.04% | 131 |
|
|
2024
Q1 | $392K | Sell |
3,312
-219
| -6% | -$25.9K | 0.05% | 121 |
|
|
2023
Q4 | $403K | Sell |
3,531
-236
| -6% | -$26.9K | 0.06% | 115 |
|
|
2023
Q3 | $380K | Buy |
3,767
+259
| +7% | +$26.1K | 0.07% | 112 |
|
|
2023
Q2 | $376K | Sell |
3,508
-48
| -1% | -$5.14K | 0.07% | 117 |
|
|
2023
Q1 | $365K | Sell |
3,556
-123
| -3% | -$12.6K | 0.08% | 113 |
|
|
2022
Q4 | $371K | Buy |
3,679
+303
| +9% | +$30.5K | 0.08% | 108 |
|
|
2022
Q3 | $304K | Buy |
3,376
+5
| +0.1% | +$450 | 0.08% | 110 |
|
|
2022
Q2 | $318K | Buy |
3,371
+3
| +0.1% | +$283 | 0.09% | 104 |
|
|
2022
Q1 | $369K | Buy |
+3,368
| New | +$369K | 0.1% | 96 |
|