Sequoia Financial 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 | $3.91M | Sell |
31,647
-3,164
| -9% | -$391K | 0.03% | 321 |
|
|
2025
Q1 | $4.17M | Sell |
34,811
-15,164
| -30% | -$1.82M | 0.03% | 299 |
|
|
2024
Q4 | $6.24M | Buy |
49,975
+16,195
| +48% | +$2.02M | 0.06% | 229 |
|
|
2024
Q3 | $4.18M | Buy |
33,780
+16,512
| +96% | +$2.04M | 0.04% | 234 |
|
|
2024
Q2 | $1.96M | Buy |
17,268
+10,634
| +160% | +$1.21M | 0.02% | 327 |
|
|
2024
Q1 | $785K | Sell |
6,634
-100
| -1% | -$11.8K | 0.01% | 543 |
|
|
2023
Q4 | $768K | Buy |
6,734
+1,141
| +20% | +$130K | 0.01% | 609 |
|
|
2023
Q3 | $565K | Buy |
5,593
+3
| +0.1% | +$303 | 0.01% | 484 |
|
|
2023
Q2 | $599K | Hold |
5,590
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $574K | Hold |
5,590
| – | – | 0.01% | 426 |
|
|
2022
Q4 | $563K | Buy |
5,590
+300
| +6% | +$30.2K | 0.01% | 401 |
|
|
2022
Q3 | $476K | Sell |
5,290
-252
| -5% | -$22.7K | 0.02% | 299 |
|
|
2022
Q2 | $523K | Hold |
5,542
| – | – | 0.01% | 316 |
|
|
2022
Q1 | $608K | Hold |
5,542
| – | – | 0.02% | 320 |
|
|
2021
Q4 | $613K | Buy |
+5,542
| New | +$613K | 0.02% | 296 |
|