Willner & Heller’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 | $320K | Buy |
2,592
+11
| +0.4% | +$1.36K | 0.27% | 110 |
|
|
2025
Q1 | $309K | Buy |
2,581
+10
| +0.4% | +$1.2K | 0.29% | 113 |
|
|
2024
Q4 | $321K | Buy |
2,571
+13
| +0.5% | +$1.63K | 0.28% | 113 |
|
|
2024
Q3 | $316K | Buy |
2,558
+15
| +0.6% | +$1.85K | 0.28% | 114 |
|
|
2024
Q2 | $288K | Buy |
2,543
+12
| +0.5% | +$1.36K | 0.28% | 115 |
|
|
2024
Q1 | $299K | Buy |
2,531
+8
| +0.3% | +$946 | 0.3% | 113 |
|
|
2023
Q4 | $288K | Buy |
+2,523
| New | +$288K | 0.32% | 109 |
|
|
2022
Q4 | $255K | Buy |
2,534
+31
| +1% | +$3.12K | 0.36% | 106 |
|
|
2022
Q3 | $225K | Buy |
2,503
+18
| +0.7% | +$1.62K | 0.36% | 107 |
|
|
2022
Q2 | $235K | Buy |
2,485
+18
| +0.7% | +$1.7K | 0.37% | 105 |
|
|
2022
Q1 | $273K | Buy |
2,467
+12
| +0.5% | +$1.33K | 0.34% | 109 |
|
|
2021
Q4 | $253K | Buy |
+2,455
| New | +$253K | 0.34% | 110 |
|