Insight 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 | $247K | Sell |
1,997
-142
| -7% | -$17.5K | 0.04% | 242 |
|
|
2025
Q1 | $256K | Buy |
2,139
+1
| +0% | +$120 | 0.04% | 241 |
|
|
2024
Q4 | $265K | Sell |
2,138
-418
| -16% | -$51.9K | 0.04% | 240 |
|
|
2024
Q3 | $316K | Buy |
2,556
+5
| +0.2% | +$618 | 0.05% | 217 |
|
|
2024
Q2 | $289K | Buy |
2,551
+3
| +0.1% | +$340 | 0.05% | 227 |
|
|
2024
Q1 | $301K | Sell |
2,548
-7
| -0.3% | -$828 | 0.06% | 226 |
|
|
2023
Q4 | $291K | Sell |
2,555
-11
| -0.4% | -$1.26K | 0.06% | 218 |
|
|
2023
Q3 | $259K | Hold |
2,566
| – | – | 0.06% | 229 |
|
|
2023
Q2 | $275K | Buy |
2,566
+2
| +0.1% | +$214 | 0.06% | 227 |
|
|
2023
Q1 | $264K | Buy |
2,564
+2
| +0.1% | +$206 | 0.06% | 244 |
|
|
2022
Q4 | $258K | Buy |
2,562
+2
| +0.1% | +$201 | 0.09% | 267 |
|
|
2022
Q3 | $230K | Buy |
2,560
+4
| +0.2% | +$359 | 0.09% | 248 |
|
|
2022
Q2 | $260K | Buy |
2,556
+2
| +0.1% | +$203 | 0.09% | 251 |
|
|
2022
Q1 | $280K | Buy |
2,554
+295
| +13% | +$32.3K | 0.08% | 257 |
|
|
2021
Q4 | $250K | Hold |
2,259
| – | – | 0.07% | 275 |
|
|
2021
Q3 | $252K | Hold |
2,259
| – | – | 0.08% | 273 |
|
|
2021
Q2 | $236K | Sell |
2,259
-5
| -0.2% | -$522 | 0.07% | 277 |
|
|
2021
Q1 | $242K | Sell |
2,264
-300
| -12% | -$32.1K | 0.08% | 289 |
|
|
2020
Q4 | $221K | Buy |
+2,564
| New | +$221K | 0.08% | 249 |
|