Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.71M | Sell |
15,105
-1,248
| -8% | -$142K | 0.02% | 256 |
|
|
2024
Q1 | $1.93M | Sell |
16,353
-1,424
| -8% | -$168K | 0.02% | 243 |
|
|
2023
Q4 | $2.03M | Sell |
17,777
-2,584
| -13% | -$295K | 0.02% | 231 |
|
|
2023
Q3 | $2.06M | Sell |
20,361
-671
| -3% | -$67.7K | 0.03% | 214 |
|
|
2023
Q2 | $2.25M | Sell |
21,032
-469
| -2% | -$50.2K | 0.03% | 209 |
|
|
2023
Q1 | $2.17M | Hold |
21,501
| – | – | 0.04% | 174 |
|
|
2022
Q4 | $2.17M | Sell |
21,501
-1,218
| -5% | -$123K | 0.04% | 174 |
|
|
2022
Q3 | $2.05M | Buy |
22,719
+77
| +0.3% | +$6.93K | 0.04% | 170 |
|
|
2022
Q2 | $2.14M | Buy |
22,642
+202
| +0.9% | +$19.1K | 0.04% | 169 |
|
|
2022
Q1 | $2.46M | Sell |
22,440
-1,672
| -7% | -$183K | 0.05% | 155 |
|
|
2021
Q4 | $2.67M | Sell |
24,112
-140
| -0.6% | -$15.5K | 0.05% | 154 |
|
|
2021
Q3 | $2.5M | Sell |
24,252
-1,281
| -5% | -$132K | 0.05% | 151 |
|
|
2021
Q2 | $2.69M | Buy |
25,533
+2,178
| +9% | +$229K | 0.06% | 146 |
|
|
2021
Q1 | $2.38M | Sell |
23,355
-6,836
| -23% | -$697K | 0.12% | 138 |
|
|
2020
Q4 | $2.61M | Buy |
30,191
+20,157
| +201% | +$1.74M | 0.14% | 127 |
|
|
2020
Q3 | $677K | Buy |
10,034
+4,610
| +85% | +$311K | 0.05% | 219 |
|
|
2020
Q2 | $361K | Sell |
5,424
-1,224
| -18% | -$81.5K | 0.03% | 278 |
|
|
2020
Q1 | $365K | Buy |
6,648
+368
| +6% | +$20.2K | 0.04% | 301 |
|
|
2019
Q4 | $536K | Sell |
6,280
-432
| -6% | -$36.9K | 0.05% | 232 |
|
|
2019
Q3 | $537K | Buy |
6,712
+14
| +0.2% | +$1.12K | 0.06% | 219 |
|
|
2019
Q2 | $534K | Sell |
6,698
-900
| -12% | -$71.8K | 0.06% | 237 |
|
|
2019
Q1 | $596K | Buy |
7,598
+752
| +11% | +$59K | 0.08% | 192 |
|
|
2018
Q4 | $474K | Buy |
6,846
+1,314
| +24% | +$91K | 0.07% | 191 |
|
|
2018
Q3 | $463K | Buy |
5,532
+164
| +3% | +$13.7K | 0.07% | 200 |
|
|
2018
Q2 | $435K | Hold |
5,368
| – | – | 0.07% | 200 |
|
|
2018
Q1 | $415K | Buy |
+5,368
| New | +$415K | 0.08% | 189 |
|