Sheaff Brock Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,600
| Closed | -$267K | – | 499 |
|
|
2023
Q1 | $267K | Buy |
+2,600
| New | +$267K | 0.02% | 368 |
|
|
2021
Q4 | – | Sell |
-2,233
| Closed | -$230K | – | 553 |
|
|
2021
Q3 | $230K | Hold |
2,233
| – | – | 0.02% | 448 |
|
|
2021
Q2 | $235K | Hold |
2,233
| – | – | 0.02% | 417 |
|
|
2021
Q1 | $228K | Buy |
+2,233
| New | +$228K | 0.02% | 405 |
|
|
2017
Q3 | – | Sell |
-4,516
| Closed | -$335K | – | 592 |
|
|
2017
Q2 | $335K | Sell |
4,516
-2,058
| -31% | -$153K | 0.04% | 358 |
|
|
2017
Q1 | $488K | Buy |
6,574
+334
| +5% | +$24.8K | 0.06% | 288 |
|
|
2016
Q4 | $453K | Buy |
+6,240
| New | +$453K | 0.06% | 296 |
|