Western Pacific Wealth Management’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 | $82.6K | Hold |
668
| – | – | 0.08% | 110 |
|
|
2025
Q1 | $80K | Hold |
668
| – | – | 0.07% | 111 |
|
|
2024
Q4 | $83.5K | Hold |
668
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $82.6K | Hold |
668
| – | – | 0.05% | 139 |
|
|
2024
Q2 | $75.8K | Hold |
668
| – | – | 0.06% | 121 |
|
|
2024
Q1 | $79K | Buy |
668
+1
| +0.1% | +$118 | 0.06% | 116 |
|
|
2023
Q4 | $76.1K | Hold |
667
| – | – | 0.06% | 116 |
|
|
2023
Q3 | $67.3K | Hold |
667
| – | – | 0.06% | 112 |
|
|
2023
Q2 | $71.5K | Sell |
667
-333
| -33% | -$35.7K | 0.05% | 111 |
|
|
2023
Q1 | $103K | Hold |
1,000
| – | – | 0.08% | 80 |
|
|
2022
Q4 | $101K | Hold |
1,000
| – | – | 0.08% | 78 |
|
|
2022
Q3 | $90K | Hold |
1,000
| – | – | 0.09% | 58 |
|
|
2022
Q2 | $94K | Sell |
1,000
-50
| -5% | -$4.7K | 0.09% | 47 |
|
|
2022
Q1 | $115K | Buy |
1,050
+50
| +5% | +$5.48K | 0.08% | 49 |
|
|
2021
Q4 | $110K | Buy |
+1,000
| New | +$110K | 0.07% | 64 |
|