Nikulski Financial’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 | $2.89M | Sell |
21,775
-1,303
| -6% | -$178K | 0.71% | 44 |
|
|
2025
Q4 | $3.04M | Sell |
23,078
-1,950
| -8% | -$254K | 0.73% | 39 |
|
|
2025
Q3 | $3.25M | Sell |
25,028
-1,395
| -5% | -$179K | 0.82% | 35 |
|
|
2025
Q2 | $3.27M | Sell |
26,423
-2,220
| -8% | -$261K | 0.89% | 34 |
|
|
2025
Q1 | $3.43M | Sell |
28,643
-1,041
| -4% | -$130K | 1.04% | 32 |
|
|
2024
Q4 | $3.71M | Sell |
29,684
-433
| -1% | -$55.3K | 1.09% | 26 |
|
|
2024
Q3 | $3.72M | Sell |
30,117
-298
| -1% | -$35.4K | 1.11% | 27 |
|
|
2024
Q2 | $3.45M | Buy |
30,415
+43
| +0.1% | +$4.91K | 1.1% | 27 |
|
|
2024
Q1 | $3.59M | Sell |
30,372
-462
| -1% | -$52K | 1.19% | 24 |
|
|
2023
Q4 | $3.52M | Buy |
30,834
+16
| +0.1% | +$1.65K | 1.29% | 24 |
|
|
2023
Q3 | $3.11M | Buy |
30,818
+328
| +1% | +$35.1K | 1.29% | 24 |
|
|
2023
Q2 | $3.27M | Sell |
30,490
-307
| -1% | -$31.2K | 1.35% | 24 |
|
|
2023
Q1 | $3.17M | Buy |
30,797
+801
| +3% | +$85.6K | 1.4% | 23 |
|
|
2022
Q4 | $3.02M | Buy |
29,996
+4,452
| +17% | +$445K | 1.44% | 23 |
|
|
2022
Q3 | $2.3M | Buy |
25,544
+41
| +0.2% | +$4.08K | 1.19% | 24 |
|
|
2022
Q2 | $2.41M | Buy |
25,503
+370
| +1% | +$37.7K | 1.19% | 25 |
|
|
2022
Q1 | $2.76M | Buy |
25,133
+1,126
| +5% | +$122K | 1.17% | 26 |
|
|
2021
Q4 | $2.66M | Buy |
24,007
+810
| +3% | +$88.1K | 1.11% | 25 |
|
|
2021
Q3 | $2.39M | Buy |
23,197
+264
| +1% | +$27.7K | 1.11% | 26 |
|
|
2021
Q2 | $2.39M | Sell |
22,933
-932
| -4% | -$99.5K | 1.11% | 26 |
|
|
2021
Q1 | $2.43M | Buy |
23,865
+117
| +0.5% | +$11.2K | 1.25% | 25 |
|
|
2020
Q4 | $2.05M | Sell |
23,748
-5,226
| -18% | -$410K | 1.12% | 27 |
|
|
2020
Q3 | $1.95M | Sell |
28,974
-798
| -3% | -$55.1K | 1.24% | 26 |
|
|
2020
Q2 | $1.98M | Sell |
29,772
-904
| -3% | -$56.7K | 1.39% | 23 |
|
|
2020
Q1 | $1.68M | Sell |
30,676
-3,230
| -10% | -$243K | 1.47% | 23 |
|
|
2019
Q4 | $2.83M | Buy |
33,906
+28
| +0.1% | +$2.3K | 2.05% | 16 |
|
|
2019
Q3 | $2.67M | Sell |
33,878
-316
| -0.9% | -$24.9K | 2.23% | 16 |
|
|
2019
Q2 | $2.71M | Sell |
34,194
-372
| -1% | -$29.5K | 2.29% | 16 |
|
|
2019
Q1 | $2.71M | Sell |
34,566
-3,876
| -10% | -$300K | 2.64% | 12 |
|
|
2018
Q4 | $2.66M | Sell |
38,442
-264
| -0.7% | -$20.2K | 2.79% | 14 |
|
|
2018
Q3 | $2.95M | Sell |
38,706
-596
| -2% | -$49.8K | 2.75% | 12 |
|
|
2018
Q2 | $3.18M | Sell |
39,302
-494
| -1% | -$39.5K | 2.93% | 11 |
|
|
2018
Q1 | $3.07M | Buy |
39,796
+1,656
| +4% | +$131K | 3.05% | 11 |
|
|
2017
Q4 | $3.05M | Buy |
+38,140
| New | +$2.98M | 3.29% | 9 |
|
Other funds holding IJJ
DADC
CFB