Kingsview Wealth Management’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 | $1.93M | Sell |
15,629
-434
| -3% | -$53.6K | 0.03% | 445 |
|
|
2025
Q1 | $1.92M | Sell |
16,063
-945
| -6% | -$113K | 0.04% | 393 |
|
|
2024
Q4 | $2.13M | Sell |
17,008
-2,461
| -13% | -$308K | 0.04% | 377 |
|
|
2024
Q3 | $2.41M | Sell |
19,469
-574
| -3% | -$71K | 0.05% | 329 |
|
|
2024
Q2 | $2.27M | Sell |
20,043
-71
| -0.4% | -$8.06K | 0.05% | 318 |
|
|
2024
Q1 | $2.38M | Sell |
20,114
-2,156
| -10% | -$255K | 0.06% | 299 |
|
|
2023
Q4 | $2.54M | Sell |
22,270
-98
| -0.4% | -$11.2K | 0.08% | 234 |
|
|
2023
Q3 | $2.26M | Buy |
22,368
+256
| +1% | +$25.8K | 0.08% | 258 |
|
|
2023
Q2 | $2.37M | Sell |
22,112
-9,211
| -29% | -$987K | 0.09% | 218 |
|
|
2023
Q1 | $3.22M | Buy |
31,323
+9,883
| +46% | +$1.02M | 0.14% | 168 |
|
|
2022
Q4 | $2.16M | Sell |
21,440
-463
| -2% | -$46.7K | 0.09% | 227 |
|
|
2022
Q3 | $1.97M | Sell |
21,903
-343
| -2% | -$30.9K | 0.09% | 230 |
|
|
2022
Q2 | $2.1M | Buy |
22,246
+1,991
| +10% | +$188K | 0.1% | 219 |
|
|
2022
Q1 | $2.22M | Sell |
20,255
-308
| -1% | -$33.8K | 0.1% | 220 |
|
|
2021
Q4 | $2.28M | Buy |
20,563
+4,736
| +30% | +$524K | 0.09% | 222 |
|
|
2021
Q3 | $1.63M | Buy |
15,827
+1,968
| +14% | +$203K | 0.08% | 264 |
|
|
2021
Q2 | $1.47M | Buy |
13,859
+1,184
| +9% | +$126K | 0.07% | 287 |
|
|
2021
Q1 | $1.31M | Buy |
12,675
+1,032
| +9% | +$106K | 0.07% | 271 |
|
|
2020
Q4 | $1.01M | Buy |
+11,643
| New | +$1.01M | 0.07% | 272 |
|
|
2020
Q1 | – | Sell |
-5,366
| Closed | -$458K | – | 499 |
|
|
2019
Q4 | $458K | Buy |
5,366
+692
| +15% | +$59.1K | 0.06% | 299 |
|
|
2019
Q3 | $374K | Buy |
4,674
+1,326
| +40% | +$106K | 0.06% | 300 |
|
|
2019
Q2 | $267K | Sell |
3,348
-9,134
| -73% | -$728K | 0.04% | 345 |
|
|
2019
Q1 | $980K | Hold |
12,482
| – | – | 0.15% | 179 |
|
|
2018
Q4 | $863K | Buy |
12,482
+2,206
| +21% | +$153K | 0.19% | 143 |
|
|
2018
Q3 | $860K | Buy |
10,276
+1,614
| +19% | +$135K | 0.17% | 162 |
|
|
2018
Q2 | $702K | Buy |
8,662
+178
| +2% | +$14.4K | 0.17% | 156 |
|
|
2018
Q1 | $655K | Buy |
8,484
+286
| +3% | +$22.1K | 0.16% | 165 |
|
|
2017
Q4 | $656K | Sell |
8,198
-2,344
| -22% | -$188K | 0.23% | 133 |
|
|
2017
Q3 | $805K | Buy |
10,542
+514
| +5% | +$39.3K | 0.35% | 85 |
|
|
2017
Q2 | $745K | Buy |
10,028
+1,242
| +14% | +$92.3K | 0.38% | 84 |
|
|
2017
Q1 | $652K | Buy |
+8,786
| New | +$652K | 0.39% | 89 |
|