JFS Wealth 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 | $5.31M | Buy |
42,981
+893
| +2% | +$110K | 0.34% | 50 |
|
|
2025
Q1 | $5.04M | Buy |
42,088
+312
| +0.7% | +$37.4K | 0.34% | 49 |
|
|
2024
Q4 | $5.22M | Sell |
41,776
-969
| -2% | -$121K | 0.36% | 48 |
|
|
2024
Q3 | $5.28M | Buy |
42,745
+386
| +0.9% | +$47.7K | 0.35% | 48 |
|
|
2024
Q2 | $4.81M | Buy |
42,359
+1,538
| +4% | +$175K | 0.38% | 45 |
|
|
2024
Q1 | $4.83M | Buy |
40,821
+10,386
| +34% | +$1.23M | 0.38% | 45 |
|
|
2023
Q4 | $3.47M | Buy |
30,435
+7,748
| +34% | +$884K | 0.3% | 53 |
|
|
2023
Q3 | $2.29M | Buy |
22,687
+1,538
| +7% | +$155K | 0.22% | 68 |
|
|
2023
Q2 | $2.27M | Buy |
21,149
+1,433
| +7% | +$154K | 0.2% | 76 |
|
|
2023
Q1 | $2.03M | Buy |
19,716
+550
| +3% | +$56.5K | 0.19% | 81 |
|
|
2022
Q4 | $1.93M | Sell |
19,166
-11,519
| -38% | -$1.16M | 0.19% | 84 |
|
|
2022
Q3 | $2.76M | Buy |
30,685
+3,523
| +13% | +$317K | 0.3% | 57 |
|
|
2022
Q2 | $2.56M | Buy |
27,162
+29
| +0.1% | +$2.74K | 0.27% | 61 |
|
|
2022
Q1 | $2.98M | Sell |
27,133
-976
| -3% | -$107K | 0.28% | 69 |
|
|
2021
Q4 | $3.11M | Buy |
28,109
+4,576
| +19% | +$506K | 0.29% | 65 |
|
|
2021
Q3 | $2.43M | Buy |
+23,533
| New | +$2.43M | 0.25% | 76 |
|
|
2016
Q2 | – | Sell |
-134
| Closed | -$8K | – | 556 |
|
|
2016
Q1 | $8K | Hold |
134
| – | – | ﹤0.01% | 417 |
|
|
2015
Q4 | $8K | Buy |
+134
| New | +$8K | ﹤0.01% | 415 |
|