Avantax Advisory Services’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 | $2.2M | Sell |
17,808
-4,061
| -19% | -$502K | 0.01% | 751 |
|
|
2025
Q1 | $2.62M | Buy |
21,869
+1,451
| +7% | +$174K | 0.02% | 639 |
|
|
2024
Q4 | $2.55M | Buy |
20,418
+880
| +5% | +$110K | 0.02% | 611 |
|
|
2024
Q3 | $2.42M | Sell |
19,538
-535
| -3% | -$66.1K | 0.02% | 612 |
|
|
2024
Q2 | $2.28M | Sell |
20,073
-9,789
| -33% | -$1.11M | 0.02% | 609 |
|
|
2024
Q1 | $3.53M | Buy |
29,862
+11,935
| +67% | +$1.41M | 0.03% | 387 |
|
|
2023
Q4 | $2.04M | Sell |
17,927
-11,684
| -39% | -$1.33M | 0.02% | 493 |
|
|
2023
Q3 | $2.99M | Sell |
29,611
-11,291
| -28% | -$1.14M | 0.03% | 359 |
|
|
2023
Q2 | $4.38M | Buy |
40,902
+2,493
| +6% | +$267K | 0.05% | 282 |
|
|
2023
Q1 | $3.95M | Buy |
38,409
+1,995
| +5% | +$205K | 0.05% | 290 |
|
|
2022
Q4 | $3.67M | Buy |
36,414
+6,445
| +22% | +$650K | 0.05% | 282 |
|
|
2022
Q3 | $2.7M | Buy |
29,969
+7,434
| +33% | +$669K | 0.04% | 319 |
|
|
2022
Q2 | $2.13M | Sell |
22,535
-5,106
| -18% | -$482K | 0.03% | 363 |
|
|
2022
Q1 | $3.02M | Buy |
27,641
+17,068
| +161% | +$1.87M | 0.04% | 297 |
|
|
2021
Q4 | $1.17M | Buy |
10,573
+1,679
| +19% | +$186K | 0.02% | 489 |
|
|
2021
Q3 | $912K | Sell |
8,894
-1,076
| -11% | -$110K | 0.02% | 520 |
|
|
2021
Q2 | $1.05M | Buy |
9,970
+1,760
| +21% | +$185K | 0.02% | 462 |
|
|
2021
Q1 | $834K | Buy |
8,210
+2,857
| +53% | +$290K | 0.02% | 474 |
|
|
2020
Q4 | $462K | Sell |
5,353
-31,319
| -85% | -$2.7M | 0.01% | 580 |
|
|
2020
Q3 | $2.47M | Buy |
36,672
+31,024
| +549% | +$2.09M | 0.04% | 325 |
|
|
2020
Q2 | $377K | Sell |
5,648
-810
| -13% | -$54.1K | 0.01% | 558 |
|
|
2020
Q1 | $355K | Sell |
6,458
-1,970
| -23% | -$108K | 0.01% | 524 |
|
|
2019
Q4 | $718K | Buy |
8,428
+3,014
| +56% | +$257K | 0.02% | 398 |
|
|
2019
Q3 | $435K | Sell |
5,414
-784
| -13% | -$63K | 0.02% | 347 |
|
|
2019
Q2 | $494K | Buy |
6,198
+2,594
| +72% | +$207K | 0.02% | 298 |
|
|
2019
Q1 | $283K | Sell |
3,604
-140
| -4% | -$11K | 0.02% | 372 |
|
|
2018
Q4 | $260K | Buy |
+3,744
| New | +$260K | 0.04% | 323 |
|