Aptus Capital 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 | $333K | Buy |
2,696
+12
| +0.4% | +$1.48K | ﹤0.01% | 784 |
|
|
2025
Q1 | $321K | Buy |
2,684
+2
| +0.1% | +$239 | ﹤0.01% | 752 |
|
|
2024
Q4 | $335K | Buy |
2,682
+2,031
| +312% | +$254K | ﹤0.01% | 739 |
|
|
2024
Q3 | $80.5K | Buy |
651
+18
| +3% | +$2.23K | ﹤0.01% | 881 |
|
|
2024
Q2 | $71.8K | Sell |
633
-37
| -6% | -$4.2K | ﹤0.01% | 851 |
|
|
2024
Q1 | $79.3K | Buy |
670
+664
| +11,067% | +$78.5K | ﹤0.01% | 839 |
|
|
2023
Q4 | $684 | Sell |
6
-602
| -99% | -$68.6K | ﹤0.01% | 895 |
|
|
2023
Q3 | $61.4K | Hold |
608
| – | – | ﹤0.01% | 668 |
|
|
2023
Q2 | $65.1K | Buy |
608
+2
| +0.3% | +$214 | ﹤0.01% | 545 |
|
|
2023
Q1 | $62.3K | Sell |
606
-1,046
| -63% | -$108K | ﹤0.01% | 544 |
|
|
2022
Q4 | $167K | Hold |
1,652
| – | – | 0.01% | 491 |
|
|
2022
Q3 | $149K | Buy |
+1,652
| New | +$149K | ﹤0.01% | 462 |
|
|
2021
Q1 | – | Sell |
-36
| Closed | -$3K | – | 510 |
|
|
2020
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 431 |
|
|
2020
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 385 |
|
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 387 |
|
|
2019
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 434 |
|