Gladstone Institutional Advisory’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 | $394K | Sell |
3,186
-503
| -14% | -$62.2K | 0.02% | 558 |
|
|
2025
Q1 | $442K | Sell |
3,689
-260
| -7% | -$31.1K | 0.02% | 496 |
|
|
2024
Q4 | $493K | Buy |
3,949
+318
| +9% | +$39.7K | 0.02% | 474 |
|
|
2024
Q3 | $449K | Buy |
3,631
+57
| +2% | +$7.05K | 0.02% | 482 |
|
|
2024
Q2 | $406K | Buy |
3,574
+157
| +5% | +$17.8K | 0.02% | 469 |
|
|
2024
Q1 | $404K | Sell |
3,417
-89
| -3% | -$10.5K | 0.02% | 464 |
|
|
2023
Q4 | $400K | Sell |
3,506
-698
| -17% | -$79.6K | 0.02% | 462 |
|
|
2023
Q3 | $424K | Sell |
4,204
-65
| -2% | -$6.56K | 0.03% | 413 |
|
|
2023
Q2 | $457K | Sell |
4,269
-1,113
| -21% | -$119K | 0.03% | 417 |
|
|
2023
Q1 | $553K | Buy |
5,382
+1,160
| +27% | +$119K | 0.04% | 380 |
|
|
2022
Q4 | $426K | Sell |
4,222
-621
| -13% | -$62.6K | 0.03% | 428 |
|
|
2022
Q3 | $436K | Sell |
4,843
-275
| -5% | -$24.8K | 0.03% | 421 |
|
|
2022
Q2 | $483K | Sell |
5,118
-732
| -13% | -$69.1K | 0.04% | 420 |
|
|
2022
Q1 | $641K | Buy |
+5,850
| New | +$641K | 0.04% | 379 |
|