Atria Wealth Solutions’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 | – | Sell |
-72,938
| Closed | -$8.73M | – | 1683 |
|
|
2025
Q1 | $8.73M | Sell |
72,938
-4,174
| -5% | -$500K | 0.11% | 210 |
|
|
2024
Q4 | $9.64M | Buy |
77,112
+3,208
| +4% | +$401K | 0.11% | 198 |
|
|
2024
Q3 | $9.14M | Sell |
73,904
-5,852
| -7% | -$723K | 0.1% | 207 |
|
|
2024
Q2 | $9.05M | Sell |
79,756
-2,625
| -3% | -$298K | 0.1% | 210 |
|
|
2024
Q1 | $9.74M | Buy |
82,381
+7,330
| +10% | +$867K | 0.11% | 196 |
|
|
2023
Q4 | $8.56M | Buy |
75,051
+1,430
| +2% | +$163K | 0.11% | 190 |
|
|
2023
Q3 | $7.46M | Buy |
73,621
+7,154
| +11% | +$725K | 0.1% | 201 |
|
|
2023
Q2 | $7.12M | Buy |
66,467
+5,925
| +10% | +$635K | 0.1% | 207 |
|
|
2023
Q1 | $6.22M | Sell |
60,542
-15,698
| -21% | -$1.61M | 0.09% | 219 |
|
|
2022
Q4 | $7.68M | Buy |
76,240
+24,066
| +46% | +$2.43M | 0.12% | 178 |
|
|
2022
Q3 | $4.7M | Sell |
52,174
-46,809
| -47% | -$4.21M | 0.08% | 241 |
|
|
2022
Q2 | $9.35M | Buy |
98,983
+25,447
| +35% | +$2.4M | 0.18% | 120 |
|
|
2022
Q1 | $8.06M | Buy |
+73,536
| New | +$8.06M | 0.13% | 162 |
|