B. Riley Wealth Advisors’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 | $257K | Sell |
|
|||||
|
2025
Q2 | $469K | Buy |
|
|||||
|
2024
Q4 | $472K | Sell |
|
|||||
|
2024
Q3 | $570K | Sell |
|
|||||
|
2024
Q2 | $555K | Buy |
|
|||||
|
2024
Q1 | $453K | Sell |
|
|||||
|
2023
Q4 | $513K | Buy |
|
|||||
|
2023
Q3 | $453K | Hold |
|
|||||
|
2023
Q2 | $479K | Sell |
|
|||||
|
2023
Q1 | $494K | Sell |
|
|||||
|
2022
Q4 | $529K | Buy |
|
|||||
|
2022
Q3 | $396K | Sell |
|
|||||
|
2022
Q2 | $528K | Sell |
|
|||||
|
2022
Q1 | $685K | Sell |
|
|||||
|
2021
Q4 | $883K | Sell |
|
|||||
|
2021
Q3 | $947K | Sell |
|
|||||
|
2021
Q2 | $986K | Buy |
|
|||||
|
2021
Q1 | $683K | Buy |
|
|||||
|
2020
Q4 | $478K | Sell |
|
|||||
|
2020
Q3 | $393K | Buy |
|
|||||
|
2020
Q2 | $384K | Sell |
|
|||||
|
2020
Q1 | $317K | Buy |
|
|||||
|
2019
Q4 | $451K | Buy |
|
|||||
|
2019
Q3 | $405K | Sell |
|
|||||
|
2019
Q2 | $408K | Buy |
|
|||||
|
2019
Q1 | $298K | Sell |
|
|||||
|
2018
Q4 | $276K | Buy |
|
|||||
|
2018
Q3 | $333K | Hold |
|
|||||
|
2018
Q2 | $323K | Sell |
|
|||||
|
2018
Q1 | $318K | Sell |
|
|||||
|
2017
Q4 | $357K | Sell |
|
|||||
|
2017
Q3 | $347K | Sell |
|
|||||
|
2017
Q2 | $726K | Buy |
|
|||||
|
2017
Q1 | $711K | Sell |
|
|||||
|
2016
Q4 | $710K | Sell |
|
|||||
|
2016
Q3 | $859K | Buy |
|
|||||
|
2016
Q2 | $793K | Buy |
|
|||||
|
2016
Q1 | $722K | Sell |
|
|||||
|
2015
Q4 | $782K | Sell |
|
|||||
|
2015
Q3 | $809K | Buy |
|
|||||
|
2015
Q2 | $875K | Sell |
|
|||||
|
2015
Q1 | $1M | Buy |
|
|||||
|
2014
Q4 | $981 | Buy |
|
|||||
|
2014
Q3 | $905K | Sell |
|
|||||
|
2014
Q2 | $822K | Buy |
|
|||||
|
2014
Q1 | $779K | Buy |
|
|||||
|
2013
Q4 | $440K | Buy |
|
|||||
|
2013
Q3 | $212K | Sell |
|
|||||
|
2013
Q2 | $210K | Buy |
|