AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $465K | Buy |
4,412
+19
| +0.4% | +$2K | 0.03% | 75 |
|
|
2021
Q1 | $448K | Sell |
4,393
-384
| -8% | -$39.2K | 0.03% | 73 |
|
|
2020
Q4 | $412K | Sell |
4,777
-165
| -3% | -$14.2K | 0.03% | 70 |
|
|
2020
Q3 | $333K | Sell |
4,942
-130
| -3% | -$8.76K | 0.03% | 73 |
|
|
2020
Q2 | $337K | Sell |
5,072
-4,444
| -47% | -$295K | 0.04% | 68 |
|
|
2020
Q1 | $522K | Buy |
9,516
+4,408
| +86% | +$242K | 0.05% | 77 |
|
|
2019
Q4 | $437K | Sell |
5,108
-886
| -15% | -$75.8K | 0.04% | 82 |
|
|
2019
Q3 | $480K | Buy |
5,994
+2,802
| +88% | +$224K | 0.04% | 74 |
|
|
2019
Q2 | $255K | Sell |
3,192
-122
| -4% | -$9.75K | 0.02% | 81 |
|
|
2019
Q1 | $261K | Buy |
3,314
+164
| +5% | +$12.9K | 0.03% | 74 |
|
|
2018
Q4 | $219K | Sell |
3,150
-1,200
| -28% | -$83.4K | 0.02% | 74 |
|
|
2018
Q3 | $365K | Buy |
4,350
+1,870
| +75% | +$157K | 0.04% | 75 |
|
|
2018
Q2 | $201K | Buy |
+2,480
| New | +$201K | 0.03% | 66 |
|