Accredited Investors’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 | $268K | Hold |
2,167
| – | – | 0.02% | 204 |
|
|
2025
Q1 | $259K | Buy |
+2,167
| New | +$259K | 0.02% | 192 |
|
|
2023
Q4 | – | Sell |
-2,074
| Closed | -$209K | – | 198 |
|
|
2023
Q3 | $209K | Hold |
2,074
| – | – | 0.02% | 180 |
|
|
2023
Q2 | $222K | Sell |
2,074
-931
| -31% | -$99.8K | 0.02% | 180 |
|
|
2023
Q1 | $309K | Sell |
3,005
-315
| -9% | -$32.4K | 0.02% | 144 |
|
|
2022
Q4 | $335K | Sell |
3,320
-835
| -20% | -$84.2K | 0.03% | 131 |
|
|
2022
Q3 | $374K | Sell |
4,155
-12,130
| -74% | -$1.09M | 0.04% | 113 |
|
|
2022
Q2 | $1.54M | Sell |
16,285
-407,209
| -96% | -$38.4M | 0.18% | 50 |
|
|
2022
Q1 | $46.4M | Buy |
423,494
+30,474
| +8% | +$3.34M | 4.18% | 7 |
|
|
2021
Q4 | $43.5M | Buy |
393,020
+66,527
| +20% | +$7.36M | 3.88% | 8 |
|
|
2021
Q3 | $33.6M | Buy |
326,493
+68,574
| +27% | +$7.07M | 3.63% | 11 |
|
|
2021
Q2 | $27.2M | Buy |
257,919
+104,397
| +68% | +$11M | 2.78% | 14 |
|
|
2021
Q1 | $15.6M | Buy |
+153,522
| New | +$15.6M | 2.1% | 16 |
|