Apollon Wealth Management’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 | $1.94M | Sell |
15,695
-5,942
| -27% | -$734K | 0.04% | 364 |
|
|
2025
Q1 | $2.59M | Buy |
21,637
+7,564
| +54% | +$906K | 0.06% | 279 |
|
|
2024
Q4 | $1.76M | Buy |
14,073
+1,617
| +13% | +$202K | 0.04% | 366 |
|
|
2024
Q3 | $1.54M | Buy |
12,456
+10
| +0.1% | +$1.24K | 0.04% | 367 |
|
|
2024
Q2 | $1.41M | Buy |
12,446
+11
| +0.1% | +$1.25K | 0.04% | 367 |
|
|
2024
Q1 | $1.47M | Sell |
12,435
-180
| -1% | -$21.3K | 0.05% | 353 |
|
|
2023
Q4 | $1.44M | Buy |
12,615
+5,011
| +66% | +$571K | 0.05% | 344 |
|
|
2023
Q3 | $767K | Hold |
7,604
| – | – | 0.04% | 434 |
|
|
2023
Q2 | $815K | Buy |
7,604
+2
| +0% | +$214 | 0.04% | 451 |
|
|
2023
Q1 | $781K | Sell |
7,602
-97
| -1% | -$9.97K | 0.05% | 396 |
|
|
2022
Q4 | $776K | Sell |
7,699
-88
| -1% | -$8.87K | 0.06% | 373 |
|
|
2022
Q3 | $701K | Sell |
7,787
-349
| -4% | -$31.4K | 0.06% | 359 |
|
|
2022
Q2 | $768K | Sell |
8,136
-209
| -3% | -$19.7K | 0.06% | 325 |
|
|
2022
Q1 | $915K | Sell |
8,345
-93
| -1% | -$10.2K | 0.07% | 309 |
|
|
2021
Q4 | $934K | Buy |
+8,438
| New | +$934K | 0.07% | 298 |
|
|
2020
Q3 | – | Sell |
-204
| Closed | -$14K | – | 397 |
|
|
2020
Q2 | $14K | Buy |
+204
| New | +$14K | 0.01% | 440 |
|