Ironwood Financial’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 | $4.97M | Hold |
41,474
| – | – | 1.06% | 24 |
|
|
2025
Q1 | $4.97M | Sell |
41,474
-632
| -2% | -$75.7K | 1.06% | 24 |
|
|
2024
Q4 | $5.26M | Sell |
42,106
-3,644
| -8% | -$455K | 1.1% | 25 |
|
|
2024
Q3 | $5.66M | Sell |
45,750
-235
| -0.5% | -$29.1K | 1.19% | 24 |
|
|
2024
Q2 | $5.22M | Sell |
45,985
-424
| -0.9% | -$48.1K | 1.17% | 23 |
|
|
2024
Q1 | $5.49M | Sell |
46,409
-112
| -0.2% | -$13.2K | 1.26% | 22 |
|
|
2023
Q4 | $5.31M | Sell |
46,521
-531
| -1% | -$60.6K | 1.29% | 18 |
|
|
2023
Q3 | $4.75M | Sell |
47,052
-449
| -0.9% | -$45.3K | 1.28% | 18 |
|
|
2023
Q2 | $5.09M | Buy |
47,501
+367
| +0.8% | +$39.3K | 1.34% | 19 |
|
|
2023
Q1 | $4.84M | Buy |
47,134
+597
| +1% | +$61.4K | 1.35% | 19 |
|
|
2022
Q4 | $4.69M | Sell |
46,537
-1,149
| -2% | -$116K | 1.46% | 19 |
|
|
2022
Q3 | $4.29M | Buy |
47,686
+1,128
| +2% | +$102K | 1.42% | 19 |
|
|
2022
Q2 | $4.4M | Buy |
46,558
+400
| +0.9% | +$37.8K | 1.41% | 19 |
|
|
2022
Q1 | $5.12M | Buy |
46,158
+776
| +2% | +$86.1K | 1.45% | 21 |
|
|
2021
Q4 | $5.02M | Buy |
45,382
+963
| +2% | +$107K | 1.38% | 22 |
|
|
2021
Q3 | $4.58M | Buy |
44,419
+1,118
| +3% | +$115K | 1.34% | 23 |
|
|
2021
Q2 | $4.56M | Buy |
43,301
+1,096
| +3% | +$115K | 1.37% | 23 |
|
|
2021
Q1 | $4.3M | Buy |
42,205
+139
| +0.3% | +$14.2K | 1.4% | 23 |
|
|
2020
Q4 | $3.63M | Sell |
42,066
-112
| -0.3% | -$9.67K | 1.36% | 18 |
|
|
2020
Q3 | $2.84M | Sell |
42,178
-798
| -2% | -$53.8K | 1.43% | 17 |
|
|
2020
Q2 | $2.86M | Buy |
42,976
+42,836
| +30,597% | +$2.85M | 1.54% | 14 |
|
|
2020
Q1 | $8K | Sell |
140
-140
| -50% | -$8K | 0.01% | 233 |
|
|
2019
Q4 | $24K | Hold |
280
| – | – | 0.01% | 180 |
|
|
2019
Q3 | $22K | Hold |
280
| – | – | 0.01% | 192 |
|
|
2019
Q2 | $22K | Hold |
280
| – | – | 0.01% | 192 |
|
|
2019
Q1 | $22K | Hold |
280
| – | – | 0.01% | 185 |
|
|
2018
Q4 | $19K | Hold |
280
| – | – | 0.01% | 188 |
|
|
2018
Q3 | $23K | Hold |
280
| – | – | 0.01% | 178 |
|
|
2018
Q2 | $23K | Sell |
280
-50
| -15% | -$4.11K | 0.01% | 147 |
|
|
2018
Q1 | $25K | Hold |
330
| – | – | 0.03% | 119 |
|
|
2017
Q4 | $26K | Hold |
330
| – | – | 0.02% | 117 |
|
|
2017
Q3 | $25K | Hold |
330
| – | – | 0.02% | 127 |
|
|
2017
Q2 | $25K | Hold |
330
| – | – | 0.02% | 117 |
|
|
2017
Q1 | $24K | Sell |
330
-74
| -18% | -$5.38K | 0.02% | 119 |
|
|
2016
Q4 | $29K | Hold |
404
| – | – | 0.02% | 113 |
|
|
2016
Q3 | $27K | Hold |
404
| – | – | 0.02% | 116 |
|
|
2016
Q2 | $26K | Hold |
404
| – | – | 0.02% | 120 |
|
|
2016
Q1 | $25K | Buy |
+404
| New | +$25K | 0.02% | 119 |
|
|
2015
Q3 | $23K | Hold |
404
| – | – | 0.01% | 157 |
|
|
2015
Q2 | $26K | Hold |
404
| – | – | 0.01% | 148 |
|
|
2015
Q1 | $26K | Hold |
404
| – | – | 0.01% | 146 |
|
|
2014
Q4 | $26K | Buy |
+404
| New | +$26K | 0.01% | 125 |
|