Financial Engines Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.7M | Buy |
693,811
+21,446
| +3% | +$2.65M | 0.17% | 43 |
|
|
2025
Q1 | $80.5M | Sell |
672,365
-18,006
| -3% | -$2.16M | 0.17% | 42 |
|
|
2024
Q4 | $86.3M | Sell |
690,371
-41,563
| -6% | -$5.19M | 0.18% | 43 |
|
|
2024
Q3 | $90.5M | Sell |
731,934
-48,517
| -6% | -$6M | 0.19% | 41 |
|
|
2024
Q2 | $88.6M | Buy |
780,451
+1,405
| +0.2% | +$159K | 0.2% | 41 |
|
|
2024
Q1 | $92.2M | Sell |
779,046
-13,885
| -2% | -$1.64M | 0.21% | 40 |
|
|
2023
Q4 | $90.4M | Sell |
792,931
-4,748
| -0.6% | -$541K | 0.21% | 40 |
|
|
2023
Q3 | $81M | Sell |
797,679
-18,508
| -2% | -$1.88M | 0.21% | 40 |
|
|
2023
Q2 | $87.4M | Buy |
816,187
+1,247
| +0.2% | +$134K | 0.22% | 40 |
|
|
2023
Q1 | $83.8M | Sell |
814,940
-25,724
| -3% | -$2.64M | 0.22% | 40 |
|
|
2022
Q4 | $84.7M | Sell |
840,664
-21,790
| -3% | -$2.2M | 0.24% | 44 |
|
|
2022
Q3 | $77.6M | Sell |
862,454
-10,468
| -1% | -$942K | 0.25% | 40 |
|
|
2022
Q2 | $82.4M | Sell |
872,922
-14,190
| -2% | -$1.34M | 0.25% | 40 |
|
|
2022
Q1 | $97.3M | Sell |
887,112
-153,915
| -15% | -$16.9M | 0.26% | 38 |
|
|
2021
Q4 | $115M | Sell |
1,041,027
-20,997
| -2% | -$2.32M | 0.31% | 36 |
|
|
2021
Q3 | $109M | Sell |
1,062,024
-23,748
| -2% | -$2.45M | 0.32% | 37 |
|
|
2021
Q2 | $114M | Sell |
1,085,772
-38,707
| -3% | -$4.08M | 0.33% | 37 |
|
|
2021
Q1 | $115M | Sell |
1,124,479
-206,253
| -15% | -$21M | 0.36% | 36 |
|
|
2020
Q4 | $115M | Buy |
1,330,732
+556,382
| +72% | +$48M | 0.39% | 35 |
|
|
2020
Q3 | $104M | Sell |
774,350
-94,179
| -11% | -$12.7M | 0.42% | 35 |
|
|
2020
Q2 | $115M | Sell |
868,529
-184,895
| -18% | -$24.6M | 0.51% | 33 |
|
|
2020
Q1 | $116M | Sell |
1,053,424
-23,799
| -2% | -$2.61M | 0.62% | 25 |
|
|
2019
Q4 | $184M | Sell |
1,077,223
-29,719
| -3% | -$5.07M | 0.89% | 19 |
|
|
2019
Q3 | $177M | Buy |
1,106,942
+32,044
| +3% | +$5.12M | 0.95% | 19 |
|
|
2019
Q2 | $171M | Buy |
1,074,898
+6,619
| +0.6% | +$1.06M | 1% | 18 |
|
|
2019
Q1 | $168M | Buy |
1,068,279
+32,892
| +3% | +$5.16M | 0.92% | 18 |
|
|
2018
Q4 | $143M | Buy |
+1,035,387
| New | +$143M | 0.99% | 18 |
|