Ameritas Advisory Services’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 | $221K | Sell |
1,785
-85
| -5% | -$10.5K | 0.01% | 706 |
|
|
2025
Q1 | $231K | Sell |
1,870
-3,054
| -62% | -$377K | 0.01% | 776 |
|
|
2024
Q4 | $615K | Buy |
+4,924
| New | +$615K | 0.02% | 533 |
|
|
2024
Q3 | – | Sell |
-5,066
| Closed | -$575K | – | 893 |
|
|
2024
Q2 | $575K | Sell |
5,066
-88
| -2% | -$9.99K | 0.02% | 547 |
|
|
2024
Q1 | $603K | Buy |
5,154
+2,757
| +115% | +$323K | 0.02% | 499 |
|
|
2023
Q4 | $272K | Sell |
2,397
-1,690
| -41% | -$192K | 0.02% | 574 |
|
|
2023
Q3 | $413K | Buy |
+4,087
| New | +$413K | 0.02% | 549 |
|
|
2023
Q2 | – | Sell |
-5,352
| Closed | -$545K | – | 1521 |
|
|
2023
Q1 | $545K | Sell |
5,352
-178
| -3% | -$18.1K | 0.03% | 460 |
|
|
2022
Q4 | $557K | Sell |
5,530
-1,332
| -19% | -$134K | 0.03% | 502 |
|
|
2022
Q3 | $618K | Buy |
6,862
+24
| +0.4% | +$2.16K | 0.04% | 386 |
|
|
2022
Q2 | $646K | Sell |
6,838
-2
| -0% | -$189 | 0.04% | 394 |
|
|
2022
Q1 | $750K | Buy |
6,840
+544
| +9% | +$59.6K | 0.03% | 405 |
|
|
2021
Q4 | $697K | Buy |
+6,296
| New | +$697K | 0.03% | 411 |
|