Ancora Advisors’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 | $572K | Buy |
4,627
+445
| +11% | +$55K | 0.01% | 500 |
|
|
2025
Q1 | $501K | Hold |
4,182
| – | – | 0.01% | 513 |
|
|
2024
Q4 | $523K | Sell |
4,182
-118
| -3% | -$14.7K | 0.01% | 501 |
|
|
2024
Q3 | $532K | Hold |
4,300
| – | – | 0.01% | 493 |
|
|
2024
Q2 | $488K | Hold |
4,300
| – | – | 0.01% | 493 |
|
|
2024
Q1 | $509K | Hold |
4,300
| – | – | 0.01% | 494 |
|
|
2023
Q4 | $490K | Buy |
+4,300
| New | +$490K | 0.01% | 492 |
|
|
2023
Q2 | – | Sell |
-140
| Closed | -$14.4K | – | 1809 |
|
|
2023
Q1 | $14.4K | Sell |
140
-100
| -42% | -$10.3K | ﹤0.01% | 1175 |
|
|
2022
Q4 | $24K | Hold |
240
| – | – | ﹤0.01% | 1097 |
|
|
2022
Q3 | $22K | Sell |
240
-40
| -14% | -$3.67K | ﹤0.01% | 1271 |
|
|
2022
Q2 | $26K | Hold |
280
| – | – | ﹤0.01% | 1329 |
|
|
2022
Q1 | $31K | Hold |
280
| – | – | ﹤0.01% | 1396 |
|
|
2021
Q4 | $31K | Hold |
280
| – | – | ﹤0.01% | 1426 |
|
|
2021
Q3 | $29K | Hold |
280
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q2 | $29K | Hold |
280
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q1 | $29K | Buy |
280
+240
| +600% | +$24.9K | ﹤0.01% | 1177 |
|
|
2020
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 1317 |
|
|
2020
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q2 | $3K | Sell |
40
-32
| -44% | -$2.4K | ﹤0.01% | 1208 |
|
|
2020
Q1 | $4K | Sell |
72
-230
| -76% | -$12.8K | ﹤0.01% | 1252 |
|
|
2019
Q4 | $26K | Buy |
+302
| New | +$26K | ﹤0.01% | 1003 |
|
|
2018
Q4 | – | Sell |
-352
| Closed | -$29K | – | 897 |
|
|
2018
Q3 | $29K | Buy |
+352
| New | +$29K | ﹤0.01% | 1004 |
|
|
2017
Q1 | – | Sell |
-58
| Closed | -$4K | – | 836 |
|
|
2016
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 1139 |
|