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 |
|