APP
Avantax Planning Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
4,495
-14
| -0.3% | -$1.73K | 0.02% | 256 |
|
|
2025
Q1 | $540K | Sell |
4,509
-310
| -6% | -$37.1K | 0.02% | 246 |
|
|
2024
Q4 | $602K | Buy |
4,819
+793
| +20% | +$99.1K | 0.02% | 228 |
|
|
2024
Q3 | $498K | Sell |
4,026
-2,255
| -36% | -$279K | 0.02% | 259 |
|
|
2024
Q2 | $713K | Sell |
6,281
-472
| -7% | -$53.6K | 0.02% | 234 |
|
|
2024
Q1 | $799K | Sell |
6,753
-1,443
| -18% | -$171K | 0.03% | 224 |
|
|
2023
Q4 | $935K | Sell |
8,196
-370
| -4% | -$42.2K | 0.04% | 174 |
|
|
2023
Q3 | $865K | Buy |
8,566
+13
| +0.2% | +$1.31K | 0.04% | 174 |
|
|
2023
Q2 | $916K | Buy |
8,553
+129
| +2% | +$13.8K | 0.04% | 171 |
|
|
2023
Q1 | $866K | Buy |
8,424
+1,057
| +14% | +$109K | 0.04% | 183 |
|
|
2022
Q4 | $743K | Buy |
7,367
+1
| +0% | +$101 | 0.03% | 198 |
|
|
2022
Q3 | $663K | Sell |
7,366
-770
| -9% | -$69.3K | 0.03% | 196 |
|
|
2022
Q2 | $768K | Sell |
8,136
-403
| -5% | -$38K | 0.03% | 185 |
|
|
2022
Q1 | $936K | Sell |
8,539
-1,040
| -11% | -$114K | 0.04% | 164 |
|
|
2021
Q4 | $1.06M | Buy |
9,579
+2,390
| +33% | +$264K | 0.04% | 153 |
|
|
2021
Q3 | $741K | Sell |
7,189
-294
| -4% | -$30.3K | 0.03% | 166 |
|
|
2021
Q2 | $788K | Sell |
7,483
-406
| -5% | -$42.8K | 0.04% | 155 |
|
|
2021
Q1 | $804K | Sell |
7,889
-1,777
| -18% | -$181K | 0.04% | 150 |
|
|
2020
Q4 | $834K | Buy |
9,666
+2,835
| +42% | +$245K | 0.04% | 139 |
|
|
2020
Q3 | $921K | Sell |
6,831
-241
| -3% | -$32.5K | 0.05% | 127 |
|
|
2020
Q2 | $940K | Sell |
7,072
-1,296
| -15% | -$172K | 0.05% | 123 |
|
|
2020
Q1 | $918K | Buy |
8,368
+524
| +7% | +$57.5K | 0.06% | 110 |
|
|
2019
Q4 | $1.34M | Sell |
7,844
-11
| -0.1% | -$1.88K | 0.08% | 94 |
|
|
2019
Q3 | $1.26M | Sell |
7,855
-361
| -4% | -$57.7K | 0.08% | 96 |
|
|
2019
Q2 | $1.31M | Buy |
8,216
+34
| +0.4% | +$5.42K | 0.08% | 89 |
|
|
2019
Q1 | $1.28M | Sell |
8,182
-353
| -4% | -$55.4K | 0.09% | 85 |
|
|
2018
Q4 | $1.18M | Buy |
8,535
+467
| +6% | +$64.6K | 0.09% | 86 |
|
|
2018
Q3 | $1.35M | Buy |
8,068
+1
| +0% | +$167 | 0.11% | 68 |
|
|
2018
Q2 | $1.31M | Buy |
8,067
+51
| +0.6% | +$8.26K | 0.12% | 68 |
|
|
2018
Q1 | $1.24M | Sell |
8,016
-862
| -10% | -$133K | 0.11% | 86 |
|
|
2017
Q4 | $1.42M | Sell |
8,878
-7,192
| -45% | -$1.15M | 0.13% | 66 |
|
|
2017
Q3 | $2.45M | Sell |
16,070
-2,222
| -12% | -$339K | 0.19% | 53 |
|
|
2017
Q2 | $2.72M | Sell |
18,292
-565
| -3% | -$83.9K | 0.23% | 43 |
|
|
2017
Q1 | $2.8M | Sell |
18,857
-527
| -3% | -$78.2K | 0.25% | 36 |
|
|
2016
Q4 | $2.82M | Buy |
+19,384
| New | +$2.82M | 0.3% | 31 |
|