Financial Architects (New Jersey)’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-400
| Closed | -$27K | – | 493 |
|
2020
Q2 | $27K | Hold |
400
| – | – | 0.01% | 496 |
|
2020
Q1 | $22K | Hold |
400
| – | – | 0.01% | 492 |
|
2019
Q4 | $34K | Hold |
400
| – | – | 0.01% | 480 |
|
2019
Q3 | $32K | Hold |
400
| – | – | 0.01% | 500 |
|
2019
Q2 | $32K | Hold |
400
| – | – | 0.01% | 524 |
|
2019
Q1 | $31K | Hold |
400
| – | – | 0.01% | 663 |
|
2018
Q4 | $28K | Hold |
400
| – | – | 0.01% | 639 |
|
2018
Q3 | $33K | Hold |
400
| – | – | 0.01% | 663 |
|
2018
Q2 | $32K | Hold |
400
| – | – | 0.01% | 685 |
|
2018
Q1 | $31K | Hold |
400
| – | – | 0.01% | 663 |
|
2017
Q4 | $32K | Hold |
400
| – | – | 0.01% | 722 |
|
2017
Q3 | $31K | Hold |
400
| – | – | 0.01% | 749 |
|
2017
Q2 | $30K | Hold |
400
| – | – | 0.01% | 749 |
|
2017
Q1 | $30K | Hold |
400
| – | – | 0.01% | 736 |
|
2016
Q4 | $29K | Hold |
400
| – | – | 0.01% | 723 |
|
2016
Q3 | $27K | Hold |
400
| – | – | 0.01% | 752 |
|
2016
Q2 | $26K | Hold |
400
| – | – | 0.01% | 710 |
|
2016
Q1 | $25K | Buy |
+400
| New | +$25K | 0.01% | 531 |
|
2015
Q3 | – | Sell |
-400
| Closed | -$26K | – | 524 |
|
2015
Q2 | $26K | Hold |
400
| – | – | 0.01% | 563 |
|
2015
Q1 | $26K | Hold |
400
| – | – | 0.01% | 521 |
|
2014
Q4 | $26K | Hold |
400
| – | – | 0.01% | 469 |
|
2014
Q3 | $24K | Hold |
400
| – | – | 0.01% | 440 |
|
2014
Q2 | $25K | Buy |
+400
| New | +$25K | 0.01% | 453 |
|
2013
Q4 | – | Sell |
-400
| Closed | -$22K | – | 347 |
|
2013
Q3 | $22K | Hold |
400
| – | – | 0.01% | 372 |
|
2013
Q2 | $20K | Buy |
+400
| New | +$20K | 0.01% | 362 |
|