Advisornet Financial’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
$224K Sell
1,811
-369
-17% -$45.6K 0.01% 547
2025
Q1
$261K Buy
2,180
+42
+2% +$5.03K 0.02% 488
2024
Q4
$267K Sell
2,138
-121
-5% -$15.1K 0.02% 444
2024
Q3
$279K Sell
2,259
-1,315
-37% -$163K 0.02% 458
2024
Q2
$405K Sell
3,574
-2,341
-40% -$266K 0.04% 342
2024
Q1
$700K Sell
5,915
-2,175
-27% -$257K 0.07% 253
2023
Q4
$923K Sell
8,090
-6,210
-43% -$708K 0.09% 227
2023
Q3
$1.44M Sell
14,300
-2,728
-16% -$275K 0.13% 161
2023
Q2
$1.82M Buy
17,028
+316
+2% +$33.9K 0.16% 145
2023
Q1
$1.72M Buy
16,712
+167
+1% +$17.2K 0.16% 145
2022
Q4
$1.67M Buy
16,545
+1,539
+10% +$155K 0.16% 147
2022
Q3
$1.35M Buy
15,006
+738
+5% +$66.4K 0.13% 169
2022
Q2
$1.35M Buy
14,268
+604
+4% +$57K 0.13% 174
2022
Q1
$1.5M Buy
13,664
+1,477
+12% +$162K 0.09% 189
2021
Q4
$1.35M Sell
12,187
-805
-6% -$89.1K 0.08% 212
2021
Q3
$1.34M Sell
12,992
-951
-7% -$98K 0.09% 194
2021
Q2
$1.47M Buy
13,943
+142
+1% +$15K 0.1% 190
2021
Q1
$1.41M Sell
13,801
-2,181
-14% -$222K 0.1% 191
2020
Q4
$1.38M Sell
15,982
-5,300
-25% -$457K 0.11% 171
2020
Q3
$1.44M Sell
21,282
-2,266
-10% -$153K 0.12% 170
2020
Q2
$1.57M Sell
23,548
-8,426
-26% -$560K 0.13% 161
2020
Q1
$1.76M Sell
31,974
-3,116
-9% -$171K 0.16% 126
2019
Q4
$3M Buy
35,090
+2,886
+9% +$246K 0.25% 89
2019
Q3
$2.58M Buy
32,204
+3,882
+14% +$310K 0.24% 96
2019
Q2
$2.26M Buy
28,322
+6,002
+27% +$479K 0.25% 91
2019
Q1
$1.75M Buy
22,320
+5,056
+29% +$397K 0.21% 105
2018
Q4
$1.19M Buy
17,264
+6,930
+67% +$479K 0.17% 134
2018
Q3
$865K Buy
10,334
+9,718
+1,578% +$813K 0.11% 180
2018
Q2
$50K Hold
616
0.01% 699
2018
Q1
$48K Buy
616
+4
+0.7% +$312 0.01% 703
2017
Q4
$49K Buy
+612
New +$49K 0.01% 659