Oxler Private Wealth’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 | $2.27M | Sell |
18,335
-1,454
| -7% | -$180K | 0.71% | 26 |
|
|
2025
Q1 | $2.37M | Sell |
19,789
-551
| -3% | -$66K | 0.83% | 26 |
|
|
2024
Q4 | $2.54M | Sell |
20,340
-1,163
| -5% | -$145K | 0.84% | 25 |
|
|
2024
Q3 | $2.66M | Sell |
21,503
-165
| -0.8% | -$20.4K | 0.93% | 25 |
|
|
2024
Q2 | $2.46M | Sell |
21,668
-91
| -0.4% | -$10.3K | 0.91% | 27 |
|
|
2024
Q1 | $2.57M | Sell |
21,759
-399
| -2% | -$47.2K | 1.01% | 27 |
|
|
2023
Q4 | $2.53M | Sell |
22,158
-78
| -0.4% | -$8.9K | 2.1% | 13 |
|
|
2023
Q3 | $2.25M | Sell |
22,236
-465
| -2% | -$47K | 1.13% | 26 |
|
|
2023
Q2 | $2.43M | Sell |
22,701
-13,421
| -37% | -$1.44M | 1.16% | 24 |
|
|
2023
Q1 | $3.71M | Buy |
36,122
+928
| +3% | +$95.4K | 1.83% | 14 |
|
|
2022
Q4 | $3.55M | Sell |
35,194
-604
| -2% | -$60.9K | 1.91% | 15 |
|
|
2022
Q3 | $3.24M | Buy |
35,798
+537
| +2% | +$48.5K | 1.81% | 13 |
|
|
2022
Q2 | $3.33M | Buy |
35,261
+6,336
| +22% | +$598K | 1.6% | 17 |
|
|
2022
Q1 | $3.17M | Buy |
28,925
+28
| +0.1% | +$3.07K | 1.43% | 18 |
|
|
2021
Q4 | $3.2M | Buy |
28,897
+1,595
| +6% | +$177K | 1.33% | 19 |
|
|
2021
Q3 | $2.81M | Buy |
27,302
+5,578
| +26% | +$575K | 1.24% | 17 |
|
|
2021
Q2 | $2.29M | Buy |
21,724
+2,049
| +10% | +$216K | 1% | 28 |
|
|
2021
Q1 | $2.01M | Buy |
19,675
+10,031
| +104% | +$1.02M | 1.02% | 29 |
|
|
2020
Q4 | $800K | Buy |
+9,644
| New | +$800K | 0.45% | 49 |
|