Atlas Brown’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
$329K Buy
2,660
+9
+0.3% +$1.11K 0.11% 174
2025
Q1
$317K Sell
2,651
-14
-0.5% -$1.68K 0.11% 167
2024
Q4
$333K Buy
2,665
+10
+0.4% +$1.25K 0.11% 160
2024
Q3
$328K Buy
2,655
+13
+0.5% +$1.61K 0.11% 159
2024
Q2
$300K Buy
2,642
+9
+0.3% +$1.02K 0.11% 165
2024
Q1
$311K Buy
2,633
+610
+30% +$72.2K 0.11% 158
2023
Q4
$231K Sell
2,023
-33
-2% -$3.76K 0.1% 173
2023
Q3
$208K Buy
+2,056
New +$208K 0.09% 172
2022
Q3
Sell
-2,267
Closed -$214K 172
2022
Q2
$214K Sell
2,267
-54
-2% -$5.1K 0.1% 162
2022
Q1
$254K Sell
2,321
-1,127
-33% -$123K 0.1% 161
2021
Q4
$382K Buy
3,448
+45
+1% +$4.99K 0.15% 136
2021
Q3
$351K Sell
3,403
-18
-0.5% -$1.86K 0.15% 137
2021
Q2
$360K Buy
3,421
+129
+4% +$13.6K 0.16% 139
2021
Q1
$336K Buy
3,292
+702
+27% +$71.7K 0.16% 135
2020
Q4
$224K Buy
+2,590
New +$224K 0.12% 151
2020
Q1
Sell
-4,282
Closed -$366K 144
2019
Q4
$366K Sell
4,282
-158
-4% -$13.5K 0.23% 105
2019
Q3
$355K Buy
4,440
+48
+1% +$3.84K 0.25% 106
2019
Q2
$350K Buy
4,392
+38
+0.9% +$3.03K 0.24% 106
2019
Q1
$342K Buy
4,354
+840
+24% +$66K 0.24% 104
2018
Q4
$243K Buy
3,514
+548
+18% +$37.9K 0.19% 122
2018
Q3
$248K Buy
2,966
+62
+2% +$5.18K 0.15% 132
2018
Q2
$242K Buy
2,904
+256
+10% +$21.3K 0.06% 130
2018
Q1
$205K Buy
2,648
+78
+3% +$6.04K 0.04% 137
2017
Q4
$212K Buy
+2,570
New +$212K 0.04% 137