Camarda Financial 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 | – | Sell |
-93,466
| Closed | -$11.2M | – | 108 |
|
|
2025
Q1 | $11.2M | Buy |
+93,466
| New | +$11.2M | 5.05% | 4 |
|
|
2022
Q2 | – | Sell |
-25,047
| Closed | -$2.75M | – | 88 |
|
|
2022
Q1 | $2.75M | Buy |
+25,047
| New | +$2.75M | 1.31% | 18 |
|
|
2021
Q3 | – | Sell |
-87,786
| Closed | -$9.25M | – | 92 |
|
|
2021
Q2 | $9.25M | Buy |
+87,786
| New | +$9.25M | 5.72% | 8 |
|
|
2015
Q3 | – | Sell |
-66,720
| Closed | -$4.3M | – | 189 |
|
|
2015
Q2 | $4.3M | Buy |
66,720
+7,916
| +13% | +$510K | 2.4% | 9 |
|
|
2015
Q1 | $3.85M | Buy |
58,804
+9,760
| +20% | +$639K | 2.14% | 12 |
|
|
2014
Q4 | $3.14M | Buy |
49,044
+6,566
| +15% | +$420K | 1.99% | 15 |
|
|
2014
Q3 | $2.56M | Buy |
42,478
+3,256
| +8% | +$196K | 1.77% | 16 |
|
|
2014
Q2 | $2.49M | Buy |
39,222
+2,528
| +7% | +$160K | 1.71% | 17 |
|
|
2014
Q1 | $2.21M | Buy |
36,694
+1,166
| +3% | +$70.2K | 1.69% | 18 |
|
|
2013
Q4 | $2.07M | Buy |
35,528
+3,422
| +11% | +$199K | 1.68% | 28 |
|
|
2013
Q3 | $1.73M | Buy |
32,106
+3,952
| +14% | +$213K | 2.27% | 20 |
|
|
2013
Q2 | $1.43M | Buy |
+28,154
| New | +$1.43M | 1.31% | 33 |
|