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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
+3,797
| New | +$469K | 0.02% | 539 |
|
|
2024
Q4 | $472K | Sell |
3,777
-840
| -18% | -$105K | 0.02% | 713 |
|
|
2024
Q3 | $570K | Sell |
4,617
-274
| -6% | -$33.8K | 0.02% | 697 |
|
|
2024
Q2 | $555K | Buy |
4,891
+423
| +9% | +$48K | 0.01% | 768 |
|
|
2024
Q1 | $453K | Sell |
4,468
-29
| -0.6% | -$2.94K | 0.01% | 840 |
|
|
2023
Q4 | $513K | Buy |
4,497
+29
| +0.6% | +$3.31K | 0.01% | 795 |
|
|
2023
Q3 | $453K | Hold |
4,468
| – | – | 0.01% | 840 |
|
|
2023
Q2 | $479K | Sell |
4,468
-342
| -7% | -$36.6K | 0.01% | 876 |
|
|
2023
Q1 | $494K | Sell |
4,810
-443
| -8% | -$45.5K | 0.01% | 802 |
|
|
2022
Q4 | $529K | Buy |
5,253
+859
| +20% | +$86.6K | 0.01% | 763 |
|
|
2022
Q3 | $396K | Sell |
4,394
-1,191
| -21% | -$107K | 0.01% | 866 |
|
|
2022
Q2 | $528K | Sell |
5,585
-662
| -11% | -$62.6K | 0.02% | 633 |
|
|
2022
Q1 | $685K | Sell |
6,247
-1,729
| -22% | -$190K | 0.02% | 599 |
|
|
2021
Q4 | $883K | Sell |
7,976
-1,207
| -13% | -$134K | 0.03% | 574 |
|
|
2021
Q3 | $947K | Sell |
9,183
-171
| -2% | -$17.6K | 0.03% | 535 |
|
|
2021
Q2 | $986K | Buy |
9,354
+2,655
| +40% | +$280K | 0.03% | 507 |
|
|
2021
Q1 | $683K | Buy |
6,699
+1,169
| +21% | +$119K | 0.02% | 601 |
|
|
2020
Q4 | $478K | Sell |
5,530
-304
| -5% | -$26.3K | 0.03% | 552 |
|
|
2020
Q3 | $393K | Buy |
5,834
+62
| +1% | +$4.18K | 0.02% | 624 |
|
|
2020
Q2 | $384K | Sell |
5,772
-2
| -0% | -$133 | 0.03% | 539 |
|
|
2020
Q1 | $317K | Buy |
5,774
+504
| +10% | +$27.7K | 0.03% | 521 |
|
|
2019
Q4 | $451K | Buy |
5,270
+214
| +4% | +$18.3K | 0.04% | 472 |
|
|
2019
Q3 | $405K | Sell |
5,056
-46
| -0.9% | -$3.69K | 0.04% | 476 |
|
|
2019
Q2 | $408K | Buy |
5,102
+1,308
| +34% | +$105K | 0.04% | 449 |
|
|
2019
Q1 | $298K | Sell |
3,794
-200
| -5% | -$15.7K | 0.04% | 498 |
|
|
2018
Q4 | $276K | Buy |
3,994
+18
| +0.5% | +$1.24K | 0.04% | 470 |
|
|
2018
Q3 | $333K | Hold |
3,976
| – | – | 0.04% | 463 |
|
|
2018
Q2 | $323K | Sell |
3,976
-134
| -3% | -$10.9K | 0.04% | 438 |
|
|
2018
Q1 | $318K | Sell |
4,110
-342
| -8% | -$26.5K | 0.04% | 438 |
|
|
2017
Q4 | $357K | Sell |
4,452
-84
| -2% | -$6.74K | 0.05% | 390 |
|
|
2017
Q3 | $347K | Sell |
4,536
-5,228
| -54% | -$400K | 0.06% | 340 |
|
|
2017
Q2 | $726K | Buy |
9,764
+192
| +2% | +$14.3K | 0.13% | 195 |
|
|
2017
Q1 | $711K | Sell |
9,572
-200
| -2% | -$14.9K | 0.14% | 180 |
|
|
2016
Q4 | $710K | Sell |
9,772
-3,136
| -24% | -$228K | 0.14% | 169 |
|
|
2016
Q3 | $859K | Buy |
12,908
+536
| +4% | +$35.7K | 0.17% | 158 |
|
|
2016
Q2 | $793K | Buy |
12,372
+736
| +6% | +$47.2K | 0.16% | 164 |
|
|
2016
Q1 | $722K | Sell |
11,636
-1,696
| -13% | -$105K | 0.17% | 152 |
|
|
2015
Q4 | $782K | Sell |
13,332
-696
| -5% | -$40.8K | 0.16% | 167 |
|
|
2015
Q3 | $809K | Buy |
14,028
+466
| +3% | +$26.9K | 0.19% | 137 |
|
|
2015
Q2 | $875K | Sell |
13,562
-1,784
| -12% | -$115K | 0.22% | 121 |
|
|
2015
Q1 | $1.01M | Buy |
15,346
+2
| +0% | +$131 | 0.25% | 105 |
|
|
2014
Q4 | $981 | Buy |
15,344
+300
| +2% | +$19 | 0.02% | 763 |
|
|
2014
Q3 | $905K | Sell |
15,044
-11,228
| -43% | -$675K | 0.24% | 108 |
|
|
2014
Q2 | $822K | Buy |
26,272
+13,336
| +103% | +$417K | 0.19% | 113 |
|
|
2014
Q1 | $779K | Buy |
12,936
+5,360
| +71% | +$323K | 0.24% | 107 |
|
|
2013
Q4 | $440K | Buy |
7,576
+3,656
| +93% | +$212K | 0.14% | 166 |
|
|
2013
Q3 | $212K | Sell |
3,920
-224
| -5% | -$12.1K | 0.07% | 316 |
|
|
2013
Q2 | $210K | Buy |
+4,144
| New | +$210K | 0.07% | 307 |
|