Moneywise Inc’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Moneywise Inc’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Buy	+1,648	New	+$204K	0.1%	71
2025 Q1	–	Sell	-1,639	Closed	-$205K	–	58
2024 Q4	$205K	Buy	1,639 +6	+0.4%	+$750	0.1%	51
2024 Q3	$202K	Buy	+1,633	New	+$202K	0.1%	60
2024 Q1	–	Sell	-2,712	Closed	-$309K	–	61
2023 Q4	$309K	Buy	2,712 +23	+0.9%	+$2.62K	0.18%	42
2023 Q3	$271K	Hold	2,689	–	–	0.17%	42
2023 Q2	$288K	Buy	2,689 +7	+0.3%	+$750	0.18%	40
2023 Q1	$276K	Buy	2,682 +10	+0.4%	+$1.03K	0.18%	40
2022 Q4	$269K	Buy	2,672 +12	+0.5%	+$1.21K	0.2%	39
2022 Q3	$239K	Sell	2,660 -345	-11%	-$31K	0.2%	43
2022 Q2	$284K	Buy	3,005 +10	+0.3%	+$945	0.22%	41
2022 Q1	$328K	Sell	2,995 -715	-19%	-$78.3K	0.22%	37
2021 Q4	$411K	Buy	3,710 +2	+0.1%	+$222	0.26%	35
2021 Q3	$382K	Sell	3,708 -371	-9%	-$38.2K	0.25%	36
2021 Q2	$430K	Sell	4,079 -85	-2%	-$8.96K	0.29%	32
2021 Q1	$424K	Sell	4,164 -81	-2%	-$8.25K	0.29%	35
2020 Q4	$366K	Sell	4,245 -83	-2%	-$7.16K	0.26%	37
2020 Q3	$292K	Buy	4,328 +22	+0.5%	+$1.48K	0.23%	39
2020 Q2	$286K	Buy	4,306 +168	+4%	+$11.2K	0.23%	39
2020 Q1	$227K	Buy	4,138 +30	+0.7%	+$1.65K	0.2%	39
2019 Q4	$328K	Buy	4,108 +8	+0.2%	+$639	0.25%	28
2019 Q3	$328K	Buy	4,100 +16	+0.4%	+$1.28K	0.26%	26
2019 Q2	$326K	Sell	4,084 -304	-7%	-$24.3K	0.25%	27
2019 Q1	$339K	Buy	4,388 +332	+8%	+$25.6K	0.29%	27
2018 Q4	$281K	Buy	4,056 +28	+0.7%	+$1.94K	0.27%	27
2018 Q3	$337K	Sell	4,028 -110	-3%	-$9.2K	0.29%	29
2018 Q2	$335K	Sell	4,138 -250	-6%	-$20.2K	0.29%	29
2018 Q1	$339K	Sell	4,388 -762	-15%	-$58.9K	0.28%	27
2017 Q4	$412K	Buy	5,150 +416	+9%	+$33.3K	0.31%	24
2017 Q3	$361K	Sell	4,734 -14	-0.3%	-$1.07K	0.29%	24
2017 Q2	$353K	Buy	4,748 +16	+0.3%	+$1.19K	0.3%	23
2017 Q1	$351K	Sell	4,732 -266	-5%	-$19.7K	0.32%	22
2016 Q4	$363K	Sell	4,998 -252	-5%	-$18.3K	0.36%	22
2016 Q3	$349K	Buy	+5,250	New	+$349K	0.37%	21