Lido Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.4M | Buy |
176,595
+12,201
| +7% | +$1.67M | 0.09% | 178 |
|
|
2025
Q4 | $21.4M | Buy |
164,394
+7,001
| +4% | +$911K | 0.08% | 191 |
|
|
2025
Q3 | $20.4M | Buy |
157,393
+5,656
| +4% | +$724K | 0.08% | 191 |
|
|
2025
Q2 | $18.8M | Sell |
151,737
-39,150
| -21% | -$4.61M | 0.1% | 166 |
|
|
2025
Q1 | $22.9M | Sell |
190,887
-7,405
| -4% | -$927K | 0.13% | 126 |
|
|
2024
Q4 | $24.8M | Sell |
198,292
-176,035
| -47% | -$22.5M | 0.15% | 111 |
|
|
2024
Q3 | $46.3M | Buy |
374,327
+14,398
| +4% | +$1.71M | 0.35% | 46 |
|
|
2024
Q2 | $40.8M | Buy |
359,929
+14,003
| +4% | +$1.6M | 0.34% | 48 |
|
|
2024
Q1 | $40.9M | Buy |
345,926
+173,768
| +101% | +$19.6M | 0.37% | 43 |
|
|
2023
Q4 | $19.6M | Buy |
172,158
+2,478
| +1% | +$255K | 0.2% | 85 |
|
|
2023
Q3 | $17.1M | Sell |
169,680
-113,266
| -40% | -$12.1M | 0.19% | 89 |
|
|
2023
Q2 | $30.3M | Buy |
282,946
+11,647
| +4% | +$1.18M | 0.34% | 50 |
|
|
2023
Q1 | $27.9M | Buy |
271,299
+11,991
| +5% | +$1.28M | 0.39% | 47 |
|
|
2022
Q4 | $26.1M | Sell |
259,308
-2,726
| -1% | -$272K | 0.46% | 37 |
|
|
2022
Q3 | $23.6M | Buy |
262,034
+125,897
| +92% | +$12.5M | 0.47% | 38 |
|
|
2022
Q2 | $12.9M | Sell |
136,137
-6,947
| -5% | -$709K | 0.27% | 65 |
|
|
2022
Q1 | $15.7M | Buy |
143,084
+1,034
| +0.7% | +$112K | 0.3% | 67 |
|
|
2021
Q4 | $15.7M | Buy |
142,050
+6,939
| +5% | +$755K | 0.3% | 68 |
|
|
2021
Q3 | $13.9M | Sell |
135,111
-82,215
| -38% | -$8.64M | 0.31% | 65 |
|
|
2021
Q2 | $22.9M | Buy |
217,326
+8,981
| +4% | +$959K | 0.56% | 33 |
|
|
2021
Q1 | $21.2M | Buy |
208,345
+96,260
| +86% | +$9.19M | 0.62% | 30 |
|
|
2020
Q4 | $9.67M | Sell |
112,085
-19,293
| -15% | -$1.51M | 0.33% | 68 |
|
|
2020
Q3 | $8.86M | Buy |
131,378
+10,824
| +9% | +$748K | 0.38% | 56 |
|
|
2020
Q2 | $8.01M | Buy |
120,554
+3,310
| +3% | +$208K | 0.39% | 49 |
|
|
2020
Q1 | $6.43M | Buy |
117,244
+6,986
| +6% | +$525K | 0.42% | 50 |
|
|
2019
Q4 | $9.41M | Buy |
110,258
+8,572
| +8% | +$704K | 0.55% | 38 |
|
|
2019
Q3 | $8.13M | Buy |
101,686
+58,224
| +134% | +$4.58M | 0.63% | 41 |
|
|
2019
Q2 | $3.46M | Buy |
43,462
+2,322
| +6% | +$184K | 0.29% | 77 |
|
|
2019
Q1 | $3.23M | Sell |
41,140
-2,602
| -6% | -$201K | 0.29% | 76 |
|
|
2018
Q4 | $3.02M | Buy |
43,742
+6,032
| +16% | +$461K | 0.42% | 52 |
|
|
2018
Q3 | $3.17M | Buy |
37,710
+2,404
| +7% | +$201K | 0.41% | 53 |
|
|
2018
Q2 | $2.86M | Buy |
35,306
+8,162
| +30% | +$653K | 0.43% | 46 |
|
|
2018
Q1 | $2.1M | Buy |
27,144
+1,812
| +7% | +$144K | 0.36% | 57 |
|
|
2017
Q4 | $2.03M | Buy |
25,332
+3,322
| +15% | +$259K | 0.33% | 53 |
|
|
2017
Q3 | $1.7M | Buy |
22,010
+2,696
| +14% | +$200K | 0.29% | 53 |
|
|
2017
Q2 | $1.44M | Sell |
19,314
-5,454
| -22% | -$403K | 0.3% | 46 |
|
|
2017
Q1 | $1.83M | Buy |
+24,768
| New | +$1.84M | 0.51% | 34 |
|
Other funds holding IJJ
DADC
CFB