MONECO 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 | $751K | Sell |
6,081
-531
| -8% | -$65.6K | 0.07% | 229 |
|
|
2025
Q1 | $792K | Buy |
6,612
+616
| +10% | +$73.7K | 0.08% | 204 |
|
|
2024
Q4 | $749K | Sell |
5,996
-11
| -0.2% | -$1.38K | 0.08% | 210 |
|
|
2024
Q3 | $743K | Buy |
6,007
+300
| +5% | +$37.1K | 0.09% | 194 |
|
|
2024
Q2 | $648K | Buy |
5,707
+25
| +0.4% | +$2.84K | 0.1% | 199 |
|
|
2024
Q1 | $672K | Buy |
5,682
+74
| +1% | +$8.75K | 0.11% | 200 |
|
|
2023
Q4 | $639K | Buy |
5,608
+51
| +0.9% | +$5.82K | 0.12% | 186 |
|
|
2023
Q3 | $561K | Hold |
5,557
| – | – | 0.15% | 155 |
|
|
2023
Q2 | $595K | Buy |
5,557
+17
| +0.3% | +$1.82K | 0.16% | 148 |
|
|
2023
Q1 | $569K | Buy |
5,540
+11
| +0.2% | +$1.13K | 0.17% | 143 |
|
|
2022
Q4 | $557K | Sell |
5,529
-456
| -8% | -$46K | 0.2% | 123 |
|
|
2022
Q3 | $539K | Buy |
5,985
+41
| +0.7% | +$3.69K | 0.22% | 110 |
|
|
2022
Q2 | $561K | Sell |
5,944
-32
| -0.5% | -$3.02K | 0.22% | 107 |
|
|
2022
Q1 | $655K | Buy |
5,976
+58
| +1% | +$6.36K | 0.24% | 98 |
|
|
2021
Q4 | $626K | Buy |
5,918
+27
| +0.5% | +$2.86K | 0.24% | 102 |
|
|
2021
Q3 | $607K | Sell |
5,891
-813
| -12% | -$83.8K | 0.24% | 95 |
|
|
2021
Q2 | $706K | Sell |
6,704
-932
| -12% | -$98.1K | 0.32% | 77 |
|
|
2021
Q1 | $778K | Sell |
7,636
-66
| -0.9% | -$6.72K | 0.38% | 67 |
|
|
2020
Q4 | $697K | Sell |
7,702
-68
| -0.9% | -$6.15K | 0.38% | 63 |
|
|
2020
Q3 | $524K | Buy |
7,770
+6
| +0.1% | +$405 | 0.33% | 70 |
|
|
2020
Q2 | $516K | Buy |
7,764
+28
| +0.4% | +$1.86K | 0.4% | 62 |
|
|
2020
Q1 | $425K | Sell |
7,736
-202
| -3% | -$11.1K | 0.43% | 57 |
|
|
2019
Q4 | $685K | Buy |
7,938
+10
| +0.1% | +$863 | 0.49% | 50 |
|
|
2019
Q3 | $634K | Sell |
7,928
-1,176
| -13% | -$94K | 0.49% | 48 |
|
|
2019
Q2 | $726K | Sell |
9,104
-690
| -7% | -$55K | 0.58% | 40 |
|
|
2019
Q1 | $769K | Sell |
9,794
-18
| -0.2% | -$1.41K | 0.62% | 40 |
|
|
2018
Q4 | $679K | Buy |
+9,812
| New | +$679K | 0.79% | 31 |
|