Avantax Planning Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $581K | Sell |
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|
2025
Q2 | $556K | Sell |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $602K | Buy |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $713K | Sell |
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|
2024
Q1 | $799K | Sell |
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|
2023
Q4 | $935K | Sell |
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|
2023
Q3 | $865K | Buy |
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|
2023
Q2 | $916K | Buy |
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|
2023
Q1 | $866K | Buy |
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $663K | Sell |
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|
2022
Q2 | $768K | Sell |
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|
2022
Q1 | $936K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $741K | Sell |
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|
2021
Q2 | $788K | Sell |
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|
2021
Q1 | $804K | Sell |
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|
2020
Q4 | $834K | Sell |
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|
2020
Q3 | $921K | Sell |
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|
2020
Q2 | $940K | Sell |
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|
2020
Q1 | $918K | Buy |
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|
2019
Q4 | $1.34M | Sell |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $1.42M | Sell |
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|
2017
Q3 | $2.45M | Sell |
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|
2017
Q2 | $2.72M | Sell |
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|
2017
Q1 | $2.8M | Sell |
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|
2016
Q4 | $2.81M | Buy |
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