Oldfather Financial Services’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 | $6.99M | Buy |
56,566
+2,480
| +5% | +$306K | 2.4% | 12 |
|
|
2025
Q1 | $6.48M | Buy |
54,086
+808
| +2% | +$96.7K | 2.46% | 13 |
|
|
2024
Q4 | $6.66M | Buy |
53,278
+530
| +1% | +$66.2K | 2.54% | 11 |
|
|
2024
Q3 | $6.52M | Sell |
52,748
-236
| -0.4% | -$29.2K | 2.51% | 11 |
|
|
2024
Q2 | $6.01M | Buy |
52,984
+1,358
| +3% | +$154K | 2.47% | 12 |
|
|
2024
Q1 | $6.11M | Buy |
51,626
+904
| +2% | +$107K | 2.51% | 12 |
|
|
2023
Q4 | $5.78M | Buy |
50,722
+1,356
| +3% | +$155K | 2.58% | 11 |
|
|
2023
Q3 | $4.98M | Buy |
49,366
+1,839
| +4% | +$186K | 2.53% | 11 |
|
|
2023
Q2 | $5.09M | Buy |
47,527
+2,737
| +6% | +$293K | 2.49% | 11 |
|
|
2023
Q1 | $4.6M | Buy |
44,790
+3,867
| +9% | +$397K | 2.38% | 11 |
|
|
2022
Q4 | $4.13M | Buy |
40,923
+3,361
| +9% | +$339K | 2.35% | 12 |
|
|
2022
Q3 | $3.38M | Buy |
37,562
+466
| +1% | +$41.9K | 2.12% | 12 |
|
|
2022
Q2 | $3.73M | Buy |
37,096
+1,251
| +3% | +$126K | 2.13% | 12 |
|
|
2022
Q1 | $3.76M | Buy |
35,845
+1,721
| +5% | +$181K | 2.04% | 12 |
|
|
2021
Q4 | $3.74M | Buy |
34,124
+3,086
| +10% | +$338K | 1.96% | 12 |
|
|
2021
Q3 | $3.51M | Buy |
31,038
+50
| +0.2% | +$5.65K | 1.8% | 14 |
|
|
2021
Q2 | $3.3M | Sell |
30,988
-154
| -0.5% | -$16.4K | 1.8% | 14 |
|
|
2021
Q1 | $3.22M | Sell |
31,142
-3,976
| -11% | -$412K | 1.86% | 13 |
|
|
2020
Q4 | $3.25M | Buy |
35,118
+1,288
| +4% | +$119K | 1.93% | 13 |
|
|
2020
Q3 | $2.44M | Buy |
33,830
+1,064
| +3% | +$76.7K | 1.74% | 14 |
|
|
2020
Q2 | $2.26M | Sell |
32,766
-366
| -1% | -$25.3K | 1.76% | 14 |
|
|
2020
Q1 | $1.97M | Buy |
33,132
+9,250
| +39% | +$551K | 1.87% | 13 |
|
|
2019
Q4 | $1.99M | Buy |
+23,882
| New | +$1.99M | 1.85% | 13 |
|