Capital Investment 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 | $528K | Buy |
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|
2025
Q2 | $497K | Buy |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $647K | Hold |
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|
2024
Q2 | $593K | Sell |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $427K | Hold |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $404K | Hold |
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|
2021
Q1 | $391K | Buy |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $253K | Hold |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $342K | Buy |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $315K | Sell |
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|
2019
Q1 | $331K | Buy |
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|
2018
Q4 | $280K | Hold |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $328K | Hold |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $363K | Hold |
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|
2017
Q3 | $346K | Sell |
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|
2017
Q2 | $348K | Sell |
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|
2017
Q1 | $362K | Buy |
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|
2016
Q4 | $305K | Sell |
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|
2016
Q3 | $293K | Hold |
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|
2016
Q2 | $282K | Hold |
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|
2016
Q1 | $274K | Hold |
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|
2015
Q4 | $258K | Sell |
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|
2015
Q3 | $264K | Hold |
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|
2015
Q2 | $295K | Hold |
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|
2015
Q1 | $299K | Hold |
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|
2014
Q4 | $292K | Hold |
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|
2014
Q3 | $275K | Sell |
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|
2014
Q2 | $295K | Hold |
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|
2014
Q1 | $280K | Sell |
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|
2013
Q4 | $278K | Buy |
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