Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $60K | Sell |
481
-1,072
| -69% | -$134K | 0.05% | 229 |
|
|
2024
Q3 | $192K | Sell |
1,553
-14,403
| -90% | -$1.78M | 0.14% | 136 |
|
|
2024
Q2 | $1.81M | Buy |
15,956
+1
| +0% | +$113 | 0.15% | 131 |
|
|
2024
Q1 | $1.89M | Sell |
15,955
-597
| -4% | -$70.6K | 0.17% | 128 |
|
|
2023
Q4 | $1.89M | Buy |
16,552
+1,202
| +8% | +$137K | 0.18% | 115 |
|
|
2023
Q3 | $1.55M | Buy |
15,350
+150
| +1% | +$15.1K | 0.16% | 127 |
|
|
2023
Q2 | $1.63M | Sell |
15,200
-560
| -4% | -$60K | 0.16% | 119 |
|
|
2023
Q1 | $1.62M | Buy |
15,760
+2,350
| +18% | +$242K | 0.21% | 93 |
|
|
2022
Q4 | $1.35M | Sell |
13,410
-685
| -5% | -$69.1K | 0.18% | 118 |
|
|
2022
Q3 | $1.27M | Buy |
14,095
+5
| +0% | +$450 | 0.16% | 118 |
|
|
2022
Q2 | $1.33M | Buy |
14,090
+6,566
| +87% | +$620K | 0.16% | 119 |
|
|
2022
Q1 | $825K | Buy |
+7,524
| New | +$825K | 0.08% | 191 |
|