Western 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 | $250K | Buy |
2,024
+2
| +0.1% | +$247 | 0.01% | 615 |
|
|
2025
Q1 | $242K | Sell |
2,022
-3
| -0.1% | -$359 | 0.02% | 593 |
|
|
2024
Q4 | $253K | Hold |
2,025
| – | – | 0.02% | 571 |
|
|
2024
Q3 | $250K | Buy |
2,025
+2
| +0.1% | +$247 | 0.01% | 657 |
|
|
2024
Q2 | $229K | Sell |
2,023
-21
| -1% | -$2.38K | 0.02% | 585 |
|
|
2024
Q1 | $242K | Sell |
2,044
-7
| -0.3% | -$828 | 0.02% | 568 |
|
|
2023
Q4 | $234K | Buy |
2,051
+10
| +0.5% | +$1.14K | 0.02% | 617 |
|
|
2023
Q3 | $206K | Sell |
2,041
-12
| -0.6% | -$1.21K | 0.02% | 606 |
|
|
2023
Q2 | $220K | Hold |
2,053
| – | – | 0.02% | 593 |
|
|
2023
Q1 | $211K | Buy |
2,053
+3
| +0.1% | +$308 | 0.02% | 595 |
|
|
2022
Q4 | $207K | Sell |
2,050
-2,524
| -55% | -$254K | 0.02% | 569 |
|
|
2022
Q3 | $413K | Buy |
+4,574
| New | +$413K | 0.02% | 549 |
|