Cambridge 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
$640K Hold
5,179
0.13% 104
2025
Q1
$620K Hold
5,179
0.14% 104
2024
Q4
$647K Hold
5,179
0.14% 98
2024
Q3
$640K Hold
5,179
0.14% 105
2024
Q2
$588K Hold
5,179
0.14% 108
2024
Q1
$613K Hold
5,179
0.14% 103
2023
Q4
$591K Sell
5,179
-22
-0.4% -$2.51K 0.15% 100
2023
Q3
$525K Hold
5,201
0.14% 103
2023
Q2
$557K Sell
5,201
-35
-0.7% -$3.75K 0.14% 102
2023
Q1
$538K Sell
5,236
-106
-2% -$10.9K 0.14% 109
2022
Q4
$538K Hold
5,342
0.14% 109
2022
Q3
$481K Hold
5,342
0.14% 115
2022
Q2
$504K Hold
5,342
0.14% 112
2022
Q1
$586K Hold
5,342
0.14% 112
2021
Q4
$591K Hold
5,342
0.13% 111
2021
Q3
$550K Hold
5,342
0.13% 110
2021
Q2
$563K Hold
5,342
0.14% 105
2021
Q1
$545K Sell
5,342
-4
-0.1% -$408 0.14% 102
2020
Q4
$461K Hold
5,346
0.12% 101
2020
Q3
$360K Hold
5,346
0.11% 114
2020
Q2
$355K Sell
5,346
-1,870
-26% -$124K 0.11% 108
2020
Q1
$396K Hold
7,216
0.14% 94
2019
Q4
$616K Sell
7,216
-8
-0.1% -$683 0.19% 84
2019
Q3
$578K Hold
7,224
0.19% 75
2019
Q2
$576K Hold
7,224
0.19% 83
2019
Q1
$567K Hold
7,224
0.19% 85
2018
Q4
$500K Hold
7,224
0.19% 86
2018
Q3
$604K Sell
7,224
-14
-0.2% -$1.17K 0.2% 82
2018
Q2
$586K Hold
7,238
0.21% 83
2018
Q1
$559K Hold
7,238
0.2% 82
2017
Q4
$579K Hold
7,238
0.21% 82
2017
Q3
$553K Hold
7,238
0.21% 78
2017
Q2
$538K Hold
7,238
0.22% 73
2017
Q1
$537K Buy
7,238
+680
+10% +$50.5K 0.22% 80
2016
Q4
$476K Buy
6,558
+222
+4% +$16.1K 0.21% 84
2016
Q3
$421K Sell
6,336
-18
-0.3% -$1.2K 0.19% 90
2016
Q2
$407K Hold
6,354
0.19% 89
2016
Q1
$394K Hold
6,354
0.18% 92
2015
Q4
$372K Hold
6,354
0.21% 96
2015
Q3
$366K Sell
6,354
-114
-2% -$6.57K 0.22% 89
2015
Q2
$417K Sell
6,468
-912
-12% -$58.8K 0.24% 84
2015
Q1
$420K Buy
7,380
+1,952
+36% +$111K 0.24% 77
2014
Q4
$347K Buy
+5,428
New +$347K 0.21% 93