Financial Advocates Investment Management’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 | $1.23M | Sell |
9,992
-2,252
| -18% | -$278K | 0.1% | 193 |
|
|
2025
Q1 | $1.47M | Sell |
12,244
-2,729
| -18% | -$327K | 0.1% | 212 |
|
|
2024
Q4 | $1.87M | Buy |
14,973
+59
| +0.4% | +$7.37K | 0.11% | 190 |
|
|
2024
Q3 | $1.83M | Buy |
14,914
+280
| +2% | +$34.3K | 0.1% | 197 |
|
|
2024
Q2 | $1.66M | Sell |
14,634
-2,543
| -15% | -$289K | 0.1% | 193 |
|
|
2024
Q1 | $2.05M | Sell |
17,177
-120
| -0.7% | -$14.3K | 0.12% | 180 |
|
|
2023
Q4 | $1.97M | Buy |
17,297
+1,209
| +8% | +$138K | 0.13% | 176 |
|
|
2023
Q3 | $1.62M | Buy |
16,088
+532
| +3% | +$53.7K | 0.12% | 191 |
|
|
2023
Q2 | $1.67M | Buy |
15,556
+777
| +5% | +$83.2K | 0.12% | 186 |
|
|
2023
Q1 | $1.52M | Buy |
14,779
+171
| +1% | +$17.6K | 0.11% | 209 |
|
|
2022
Q4 | $1.47M | Sell |
14,608
-117
| -0.8% | -$11.8K | 0.11% | 209 |
|
|
2022
Q3 | $1.33M | Buy |
14,725
+99
| +0.7% | +$8.91K | 0.11% | 201 |
|
|
2022
Q2 | $1.38M | Buy |
14,626
+1,166
| +9% | +$110K | 0.11% | 211 |
|
|
2022
Q1 | $1.48M | Buy |
13,460
+394
| +3% | +$43.2K | 0.1% | 234 |
|
|
2021
Q4 | $1.45M | Buy |
13,066
+104
| +0.8% | +$11.5K | 0.09% | 250 |
|
|
2021
Q3 | $1.34M | Buy |
12,962
+460
| +4% | +$47.4K | 0.09% | 253 |
|
|
2021
Q2 | $1.3M | Sell |
12,502
-1,181
| -9% | -$123K | 0.09% | 262 |
|
|
2021
Q1 | $1.39M | Sell |
13,683
-218
| -2% | -$22.2K | 0.1% | 236 |
|
|
2020
Q4 | $1.2M | Sell |
13,901
-307
| -2% | -$26.5K | 0.08% | 271 |
|
|
2020
Q3 | $958K | Sell |
14,208
-198
| -1% | -$13.4K | 0.08% | 252 |
|
|
2020
Q2 | $958K | Sell |
14,406
-444
| -3% | -$29.5K | 0.09% | 248 |
|
|
2020
Q1 | $815K | Buy |
14,850
+482
| +3% | +$26.5K | 0.12% | 204 |
|
|
2019
Q4 | $1.23M | Buy |
14,368
+3,204
| +29% | +$274K | 0.13% | 182 |
|
|
2019
Q3 | $893K | Buy |
11,164
+372
| +3% | +$29.8K | 0.1% | 206 |
|
|
2019
Q2 | $861K | Buy |
10,792
+88
| +0.8% | +$7.02K | 0.1% | 203 |
|
|
2019
Q1 | $840K | Sell |
10,704
-158
| -1% | -$12.4K | 0.1% | 198 |
|
|
2018
Q4 | $751K | Buy |
10,862
+7,376
| +212% | +$510K | 0.1% | 199 |
|
|
2018
Q3 | $292K | Buy |
3,486
+440
| +14% | +$36.9K | 0.03% | 397 |
|
|
2018
Q2 | $246K | Buy |
+3,046
| New | +$246K | 0.03% | 415 |
|
|
2018
Q1 | – | Sell |
-2,120
| Closed | -$170K | – | 512 |
|
|
2017
Q4 | $170K | Buy |
+2,120
| New | +$170K | 0.02% | 463 |
|