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Financial Partners Group (Kansas)’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
$1.12M Sell
9,069
-240
-3% -$29.7K 0.16% 72
2025
Q1
$1.11M Sell
9,309
-178
-2% -$21.3K 0.17% 65
2024
Q4
$1.19M Sell
9,487
-50
-0.5% -$6.25K 0.17% 60
2024
Q3
$1.18M Sell
9,537
-240
-2% -$29.7K 0.17% 63
2024
Q2
$1.11M Sell
9,777
-1,374
-12% -$156K 0.18% 59
2024
Q1
$1.32M Sell
11,151
-744
-6% -$88K 0.21% 52
2023
Q4
$1.36M Sell
11,895
-136
-1% -$15.5K 0.24% 49
2023
Q3
$1.17M Buy
12,031
+659
+6% +$63.9K 0.24% 49
2023
Q2
$1.25M Sell
11,372
-3,081
-21% -$338K 0.25% 50
2023
Q1
$1.49M Sell
14,453
-15
-0.1% -$1.54K 0.33% 43
2022
Q4
$1.63M Sell
14,468
-3,247
-18% -$366K 0.36% 44
2022
Q3
$1.59M Buy
17,715
+5,777
+48% +$520K 0.42% 36
2022
Q2
$1.13M Buy
11,938
+877
+8% +$82.8K 0.28% 48
2022
Q1
$1.21M Sell
11,061
-728
-6% -$79.8K 0.26% 51
2021
Q4
$1.25M Buy
11,789
+3,362
+40% +$357K 0.27% 50
2021
Q3
$868K Buy
8,427
+2,419
+40% +$249K 0.2% 66
2021
Q2
$633K Sell
6,008
-17
-0.3% -$1.79K 0.16% 71
2021
Q1
$614K Buy
6,025
+201
+3% +$20.5K 0.17% 68
2020
Q4
$530K Buy
5,824
+2,918
+100% +$266K 0.16% 66
2020
Q3
$392K Buy
2,906
+9
+0.3% +$1.21K 0.13% 69
2020
Q2
$385K Sell
2,897
-445
-13% -$59.1K 0.15% 65
2020
Q1
$345K Sell
3,342
-4,435
-57% -$458K 0.21% 39
2019
Q4
$1.31M Sell
7,777
-41
-0.5% -$6.89K 0.51% 32
2019
Q3
$1.25M Sell
7,818
-180
-2% -$28.8K 0.56% 31
2019
Q2
$1.28M Buy
7,998
+9
+0.1% +$1.44K 0.6% 32
2019
Q1
$1.25M Sell
7,989
-658
-8% -$103K 0.68% 31
2018
Q4
$1.2M Buy
8,647
+10
+0.1% +$1.38K 0.78% 29
2018
Q3
$1.45M Buy
8,637
+200
+2% +$33.5K 0.94% 24
2018
Q2
$1.37M Buy
8,437
+136
+2% +$22K 1% 25
2018
Q1
$1.28M Sell
8,301
-282
-3% -$43.6K 1.01% 26
2017
Q4
$1.37M Buy
+8,583
New +$1.37M 1.08% 25