Ausdal Financial Partners’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 | $231K | Sell |
1,867
-449
| -19% | -$55.5K | 0.02% | 624 |
|
|
2025
Q1 | $277K | Buy |
2,316
+513
| +28% | +$61.4K | 0.02% | 513 |
|
|
2024
Q4 | $225K | Hold |
1,803
| – | – | 0.02% | 523 |
|
|
2024
Q3 | $223K | Sell |
1,803
-4,042
| -69% | -$500K | 0.02% | 472 |
|
|
2024
Q2 | $663K | Sell |
5,845
-4,844
| -45% | -$550K | 0.07% | 240 |
|
|
2024
Q1 | $1.26M | Buy |
10,689
+6,073
| +132% | +$718K | 0.15% | 148 |
|
|
2023
Q4 | $526K | Buy |
+4,616
| New | +$526K | 0.07% | 240 |
|
|
2022
Q2 | – | Sell |
-1,928
| Closed | -$211K | – | 483 |
|
|
2022
Q1 | $211K | Hold |
1,928
| – | – | 0.03% | 439 |
|
|
2021
Q4 | $213K | Sell |
1,928
-192
| -9% | -$21.2K | 0.03% | 437 |
|
|
2021
Q3 | $218K | Buy |
2,120
+195
| +10% | +$20.1K | 0.03% | 427 |
|
|
2021
Q2 | $203K | Buy |
+1,925
| New | +$203K | 0.03% | 434 |
|
|
2020
Q1 | – | Sell |
-2,918
| Closed | -$243K | – | 318 |
|
|
2019
Q4 | $243K | Buy |
2,918
+2
| +0.1% | +$167 | 0.07% | 272 |
|
|
2019
Q3 | $233K | Hold |
2,916
| – | – | 0.08% | 270 |
|
|
2019
Q2 | $239K | Buy |
+2,916
| New | +$239K | 0.09% | 247 |
|
|
2018
Q4 | – | Sell |
-5,338
| Closed | -$447K | – | 315 |
|
|
2018
Q3 | $447K | Sell |
5,338
-396
| -7% | -$33.2K | 0.13% | 213 |
|
|
2018
Q2 | $465K | Sell |
5,734
-1,166
| -17% | -$94.6K | 0.14% | 204 |
|
|
2018
Q1 | $533K | Sell |
6,900
-692
| -9% | -$53.5K | 0.19% | 165 |
|
|
2017
Q4 | $608K | Sell |
7,592
-874
| -10% | -$70K | 0.22% | 146 |
|
|
2017
Q3 | $647K | Sell |
8,466
-682
| -7% | -$52.1K | 0.26% | 116 |
|
|
2017
Q2 | $679K | Sell |
9,148
-356
| -4% | -$26.4K | 0.29% | 101 |
|
|
2017
Q1 | $705K | Buy |
9,504
+446
| +5% | +$33.1K | 0.32% | 86 |
|
|
2016
Q4 | $658K | Buy |
9,058
+98
| +1% | +$7.12K | 0.31% | 89 |
|
|
2016
Q3 | $596K | Sell |
8,960
-2,596
| -22% | -$173K | 0.3% | 97 |
|
|
2016
Q2 | $740K | Sell |
11,556
-420
| -4% | -$26.9K | 0.38% | 75 |
|
|
2016
Q1 | $743K | Sell |
11,976
-220
| -2% | -$13.6K | 0.42% | 68 |
|
|
2015
Q4 | $715K | Buy |
+12,196
| New | +$715K | 0.36% | 68 |
|