IFP Advisors’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 | $9.58M | Buy |
77,532
+43,496
| +128% | +$5.38M | 0.27% | 73 |
|
|
2025
Q1 | $4.08M | Buy |
34,036
+1,441
| +4% | +$173K | 0.13% | 175 |
|
|
2024
Q4 | $4.07M | Buy |
32,595
+215
| +0.7% | +$26.9K | 0.13% | 163 |
|
|
2024
Q3 | $4M | Buy |
32,380
+275
| +0.9% | +$34K | 0.14% | 150 |
|
|
2024
Q2 | $3.64M | Sell |
32,105
-21,578
| -40% | -$2.45M | 0.14% | 146 |
|
|
2024
Q1 | $6.35M | Sell |
53,683
-237
| -0.4% | -$28K | 0.28% | 79 |
|
|
2023
Q4 | $6.15M | Buy |
53,920
+51,058
| +1,784% | +$5.82M | 0.29% | 77 |
|
|
2023
Q3 | $289K | Sell |
2,862
-1,457
| -34% | -$147K | 0.01% | 801 |
|
|
2023
Q2 | $463K | Sell |
4,319
-1,707
| -28% | -$183K | 0.02% | 685 |
|
|
2023
Q1 | $764K | Sell |
6,026
-1,648
| -21% | -$209K | 0.03% | 459 |
|
|
2022
Q4 | $983K | Sell |
7,674
-1,405
| -15% | -$180K | 0.03% | 628 |
|
|
2022
Q3 | $1.16M | Buy |
9,079
+552
| +6% | +$70.5K | 0.03% | 592 |
|
|
2022
Q2 | $1.09M | Hold |
8,527
| – | – | 0.03% | 555 |
|
|
2022
Q1 | $1.09M | Sell |
8,527
-50,619
| -86% | -$6.46M | 0.03% | 555 |
|
|
2021
Q4 | $6.56M | Sell |
59,146
-13,444
| -19% | -$1.49M | 0.13% | 93 |
|
|
2021
Q3 | $7.53M | Sell |
72,590
-33,895
| -32% | -$3.52M | 0.15% | 81 |
|
|
2021
Q2 | $11.2M | Buy |
106,485
+33,804
| +47% | +$3.56M | 0.23% | 47 |
|
|
2021
Q1 | $7.42M | Buy |
72,681
+59,966
| +472% | +$6.12M | 0.14% | 68 |
|
|
2020
Q4 | $1.1M | Sell |
12,715
-1,467
| -10% | -$127K | 0.04% | 323 |
|
|
2020
Q3 | $951K | Buy |
14,182
+1,314
| +10% | +$88.1K | 0.06% | 300 |
|
|
2020
Q2 | $844K | Buy |
12,868
+2,472
| +24% | +$162K | 0.07% | 302 |
|
|
2020
Q1 | $591K | Sell |
10,396
-678
| -6% | -$38.5K | 0.06% | 309 |
|
|
2019
Q4 | $949K | Buy |
11,074
+780
| +8% | +$66.8K | 0.07% | 291 |
|
|
2019
Q3 | $816K | Buy |
+10,294
| New | +$816K | 0.05% | 355 |
|
|
2019
Q1 | $142K | Sell |
1,818
-16,634
| -90% | -$1.3M | 0.02% | 574 |
|
|
2018
Q4 | $1.26M | Sell |
18,452
-29,266
| -61% | -$2M | 0.08% | 286 |
|
|
2018
Q3 | $3.99M | Sell |
47,718
-9,312
| -16% | -$779K | 0.16% | 143 |
|
|
2018
Q2 | $4.62M | Buy |
57,030
+3,732
| +7% | +$302K | 0.19% | 117 |
|
|
2018
Q1 | $4.27M | Hold |
53,298
| – | – | 0.19% | 119 |
|
|
2017
Q4 | $4.27M | Sell |
53,298
-3,946
| -7% | -$316K | 0.19% | 119 |
|
|
2017
Q3 | $4.37M | Buy |
57,244
+60
| +0.1% | +$4.58K | 0.17% | 125 |
|
|
2017
Q2 | $4.25M | Sell |
57,184
-27,442
| -32% | -$2.04M | 0.18% | 117 |
|
|
2017
Q1 | $6.28M | Buy |
84,626
+23,068
| +37% | +$1.71M | 0.27% | 79 |
|
|
2016
Q4 | $4.47M | Buy |
61,558
+20,612
| +50% | +$1.5M | 0.22% | 101 |
|
|
2016
Q3 | $2.72M | Sell |
40,946
-630
| -2% | -$41.9K | 0.14% | 157 |
|
|
2016
Q2 | $2.66M | Buy |
41,576
+39,758
| +2,187% | +$2.55M | 0.15% | 144 |
|
|
2016
Q1 | $142K | Sell |
1,818
-39,522
| -96% | -$3.09M | 0.02% | 574 |
|
|
2015
Q4 | $2.42M | Buy |
+41,340
| New | +$2.42M | 0.16% | 134 |
|