1IA
1834 Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
111,954
-7,950
| -7% | -$982K | 1.75% | 13 |
|
|
2025
Q1 | $14.4M | Sell |
119,904
-16,989
| -12% | -$2.03M | 1.85% | 13 |
|
|
2024
Q4 | $17.1M | Sell |
136,893
-22,846
| -14% | -$2.85M | 2.17% | 10 |
|
|
2024
Q3 | $19.7M | Sell |
159,739
-17,231
| -10% | -$2.13M | 2.3% | 9 |
|
|
2024
Q2 | $20.1M | Sell |
176,970
-7,750
| -4% | -$879K | 2.42% | 9 |
|
|
2024
Q1 | $21.9M | Sell |
184,720
-18,864
| -9% | -$2.23M | 2.6% | 10 |
|
|
2023
Q4 | $23.2M | Sell |
203,584
-12,006
| -6% | -$1.37M | 2.77% | 9 |
|
|
2023
Q3 | $21.8M | Sell |
215,590
-16,475
| -7% | -$1.66M | 2.71% | 9 |
|
|
2023
Q2 | $24.9M | Sell |
232,065
-15,274
| -6% | -$1.64M | 2.96% | 7 |
|
|
2023
Q1 | $25.4M | Sell |
247,339
-24,615
| -9% | -$2.53M | 3.04% | 7 |
|
|
2022
Q4 | $27.4M | Sell |
271,954
-3,239
| -1% | -$326K | 3.91% | 5 |
|
|
2022
Q3 | $24.8M | Sell |
275,193
-15,116
| -5% | -$1.36M | 3.71% | 3 |
|
|
2022
Q2 | $27.4M | Buy |
290,309
+4,756
| +2% | +$449K | 3.86% | 3 |
|
|
2022
Q1 | $31.3M | Sell |
285,553
-2,211
| -0.8% | -$242K | 3.83% | 3 |
|
|
2021
Q4 | $31.9M | Buy |
287,764
+479
| +0.2% | +$53K | 3.6% | 4 |
|
|
2021
Q3 | $29.6M | Buy |
287,285
+7,596
| +3% | +$783K | 3.61% | 4 |
|
|
2021
Q2 | $29.5M | Sell |
279,689
-930
| -0.3% | -$98K | 3.56% | 4 |
|
|
2021
Q1 | $28.6M | Sell |
280,619
-15,413
| -5% | -$1.57M | 3.7% | 4 |
|
|
2020
Q4 | $25.5M | Buy |
296,032
+153,429
| +108% | +$13.2M | 3.41% | 5 |
|
|
2020
Q3 | $19.2M | Buy |
142,603
+6,410
| +5% | +$864K | 2.8% | 8 |
|
|
2020
Q2 | $18.1M | Buy |
136,193
+16,149
| +13% | +$2.15M | 2.87% | 8 |
|
|
2020
Q1 | $13.2M | Buy |
120,044
+7,318
| +6% | +$803K | 2.5% | 10 |
|
|
2019
Q4 | $19.2M | Sell |
112,726
-4,866
| -4% | -$831K | 2.95% | 5 |
|
|
2019
Q3 | $18.8M | Buy |
117,592
+5,451
| +5% | +$872K | 2.73% | 5 |
|
|
2019
Q2 | $17.9M | Buy |
112,141
+4,510
| +4% | +$719K | 2.7% | 6 |
|
|
2019
Q1 | $16.9M | Buy |
107,631
+4,341
| +4% | +$681K | 2.57% | 4 |
|
|
2018
Q4 | $14.3M | Buy |
103,290
+3,624
| +4% | +$501K | 2.39% | 4 |
|
|
2018
Q3 | $16.7M | Buy |
99,666
+2,655
| +3% | +$444K | 2.44% | 4 |
|
|
2018
Q2 | $15.7M | Buy |
97,011
+2,638
| +3% | +$427K | 2.46% | 4 |
|
|
2018
Q1 | $14.6M | Buy |
94,373
+2,707
| +3% | +$418K | 2.49% | 4 |
|
|
2017
Q4 | $14.7M | Buy |
91,666
+1,841
| +2% | +$295K | 2.31% | 4 |
|
|
2017
Q3 | $13.7M | Buy |
89,825
+2,982
| +3% | +$455K | 2.56% | 4 |
|
|
2017
Q2 | $12.9M | Buy |
86,843
+3,168
| +4% | +$471K | 2.43% | 4 |
|
|
2017
Q1 | $12.4M | Sell |
83,675
-1,175
| -1% | -$174K | 2.38% | 4 |
|
|
2016
Q4 | $12.3M | Buy |
84,850
+1,261
| +2% | +$183K | 2.49% | 4 |
|
|
2016
Q3 | $11.1M | Sell |
83,589
-28
| -0% | -$3.72K | 2.41% | 4 |
|
|
2016
Q2 | $10.7M | Sell |
83,617
-208
| -0.2% | -$26.6K | 2.32% | 4 |
|
|
2016
Q1 | $10.4M | Buy |
83,825
+2,329
| +3% | +$289K | 2.38% | 4 |
|
|
2015
Q4 | $9.55M | Buy |
81,496
+2,011
| +3% | +$236K | 2.24% | 4 |
|
|
2015
Q3 | $9.17M | Buy |
79,485
+321
| +0.4% | +$37K | 2.27% | 5 |
|
|
2015
Q2 | $10.2M | Sell |
79,164
-465
| -0.6% | -$60K | 2.79% | 4 |
|
|
2015
Q1 | $10.4M | Sell |
79,629
-45
| -0.1% | -$5.89K | 2.83% | 4 |
|
|
2014
Q4 | $10.2M | Buy |
79,674
+3,614
| +5% | +$462K | 2.82% | 4 |
|
|
2014
Q3 | $9.15M | Sell |
76,060
-533
| -0.7% | -$64.1K | 2.52% | 4 |
|
|
2014
Q2 | $9.72M | Buy |
76,593
+2,065
| +3% | +$262K | 2.63% | 4 |
|
|
2014
Q1 | $8.98M | Sell |
74,528
-75
| -0.1% | -$9.03K | 2.63% | 4 |
|
|
2013
Q4 | $8.67M | Buy |
74,603
+417
| +0.6% | +$48.5K | 2.55% | 4 |
|
|
2013
Q3 | $8.01M | Buy |
74,186
+746
| +1% | +$80.6K | 2.63% | 4 |
|
|
2013
Q2 | $7.44M | Buy |
+73,440
| New | +$7.44M | 2.55% | 4 |
|