Wolff Financial 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 | $494K | Hold |
4,000
| – | – | 0.13% | 66 |
|
|
2025
Q1 | $479K | Hold |
4,000
| – | – | 0.13% | 68 |
|
|
2024
Q4 | $500K | Hold |
4,000
| – | – | 0.14% | 66 |
|
|
2024
Q3 | $494K | Buy |
+4,000
| New | +$494K | 0.13% | 70 |
|
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$473K | – | 56 |
|
|
2024
Q1 | $473K | Hold |
4,000
| – | – | 0.14% | 69 |
|
|
2023
Q4 | $456K | Hold |
4,000
| – | – | 0.14% | 70 |
|
|
2023
Q3 | $404K | Buy |
+4,000
| New | +$404K | 0.14% | 74 |
|
|
2023
Q2 | – | Sell |
-4,000
| Closed | -$411K | – | 58 |
|
|
2023
Q1 | $411K | Hold |
4,000
| – | – | 0.14% | 78 |
|
|
2022
Q4 | $403K | Hold |
4,000
| – | – | 0.15% | 77 |
|
|
2022
Q3 | $360K | Hold |
4,000
| – | – | 0.16% | 80 |
|
|
2022
Q2 | $378K | Hold |
4,000
| – | – | 0.17% | 79 |
|
|
2022
Q1 | $439K | Hold |
4,000
| – | – | 0.17% | 76 |
|
|
2021
Q4 | $443K | Buy |
+4,000
| New | +$443K | 0.17% | 79 |
|
|
2021
Q1 | $408K | Hold |
4,000
| – | – | 0.19% | 77 |
|
|
2020
Q4 | $345K | Hold |
4,000
| – | – | 0.18% | 74 |
|
|
2020
Q3 | $270K | Hold |
4,000
| – | – | 0.16% | 77 |
|
|
2020
Q2 | $266K | Buy |
+4,000
| New | +$266K | 0.17% | 75 |
|