Arkadios Wealth 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 | $1.69M | Buy |
13,656
+7,477
| +121% | +$924K | 0.05% | 386 |
|
|
2025
Q1 | $740K | Buy |
+6,179
| New | +$740K | 0.03% | 564 |
|
|
2023
Q3 | – | Sell |
-2,697
| Closed | -$289K | – | 722 |
|
|
2023
Q2 | $289K | Sell |
2,697
-110
| -4% | -$11.8K | 0.03% | 457 |
|
|
2023
Q1 | $288K | Sell |
2,807
-495
| -15% | -$50.9K | 0.03% | 446 |
|
|
2022
Q4 | $333K | Sell |
3,302
-10,529
| -76% | -$1.06M | 0.04% | 374 |
|
|
2022
Q3 | $1.25M | Buy |
13,831
+1,861
| +16% | +$168K | 0.19% | 138 |
|
|
2022
Q2 | $1.13M | Buy |
11,970
+9,485
| +382% | +$895K | 0.17% | 157 |
|
|
2022
Q1 | $272K | Sell |
2,485
-95
| -4% | -$10.4K | 0.04% | 448 |
|
|
2021
Q4 | $286K | Buy |
2,580
+516
| +25% | +$57.2K | 0.04% | 458 |
|
|
2021
Q3 | $212K | Sell |
2,064
-48
| -2% | -$4.93K | 0.03% | 491 |
|
|
2021
Q2 | $222K | Sell |
2,112
-128
| -6% | -$13.5K | 0.03% | 508 |
|
|
2021
Q1 | $228K | Buy |
2,240
+680
| +44% | +$69.2K | 0.04% | 382 |
|
|
2020
Q4 | $134K | Buy |
1,560
+1,358
| +672% | +$117K | 0.03% | 385 |
|
|
2020
Q3 | $14.7K | Hold |
202
| – | – | 0.01% | 665 |
|
|
2020
Q2 | $13.3K | Sell |
202
-766
| -79% | -$50.5K | 0.01% | 625 |
|
|
2020
Q1 | $53.1K | Sell |
968
-246
| -20% | -$13.5K | 0.03% | 330 |
|
|
2019
Q4 | $104K | Buy |
+1,214
| New | +$104K | 0.06% | 227 |
|