Wick Capital 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 | $255K | Buy |
21,508
+19,447
| +944% | +$230K | 0.07% | 96 |
|
|
2025
Q1 | $247K | Hold |
2,061
| – | – | 0.07% | 94 |
|
|
2024
Q4 | $258K | Buy |
2,061
+35
| +2% | +$4.37K | 0.08% | 82 |
|
|
2024
Q3 | $250K | Hold |
2,026
| – | – | 0.08% | 70 |
|
|
2024
Q2 | $230K | Hold |
2,026
| – | – | 0.08% | 75 |
|
|
2024
Q1 | $240K | Buy |
+2,026
| New | +$240K | 0.23% | 39 |
|
|
2023
Q4 | – | Sell |
-2,193
| Closed | -$221K | – | 67 |
|
|
2023
Q3 | $221K | Buy |
+2,193
| New | +$221K | 0.12% | 61 |
|