Sigma Planning Corp’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 | $2.5M | Buy |
20,260
+3,907
| +24% | +$483K | 0.08% | 259 |
|
|
2025
Q1 | $1.96M | Sell |
16,353
-5,762
| -26% | -$690K | 0.06% | 290 |
|
|
2024
Q4 | $2.76M | Sell |
22,115
-93
| -0.4% | -$11.6K | 0.09% | 223 |
|
|
2024
Q3 | $2.75M | Sell |
22,208
-881
| -4% | -$109K | 0.08% | 227 |
|
|
2024
Q2 | $2.62M | Sell |
23,089
-5,620
| -20% | -$638K | 0.08% | 230 |
|
|
2024
Q1 | $3.4M | Buy |
28,709
+17,747
| +162% | +$2.1M | 0.11% | 200 |
|
|
2023
Q4 | $1.25M | Sell |
10,962
-16,221
| -60% | -$1.85M | 0.1% | 223 |
|
|
2023
Q3 | $2.74M | Sell |
27,183
-2,805
| -9% | -$283K | 0.1% | 203 |
|
|
2023
Q2 | $3.21M | Sell |
29,988
-5,002
| -14% | -$536K | 0.12% | 180 |
|
|
2023
Q1 | $3.6M | Sell |
34,990
-1,836
| -5% | -$189K | 0.12% | 179 |
|
|
2022
Q4 | $3.71M | Buy |
36,826
+10,325
| +39% | +$1.04M | 0.13% | 168 |
|
|
2022
Q3 | $2.39M | Sell |
26,501
-1,132
| -4% | -$102K | 0.09% | 220 |
|
|
2022
Q2 | $2.61M | Sell |
27,633
-722
| -3% | -$68.2K | 0.09% | 217 |
|
|
2022
Q1 | $3.11M | Sell |
28,355
-25,602
| -47% | -$2.81M | 0.09% | 220 |
|
|
2021
Q4 | $5.97M | Sell |
53,957
-5,406
| -9% | -$598K | 0.17% | 121 |
|
|
2021
Q3 | $6.12M | Sell |
59,363
-21,048
| -26% | -$2.17M | 0.18% | 112 |
|
|
2021
Q2 | $8.47M | Sell |
80,411
-26,173
| -25% | -$2.76M | 0.25% | 82 |
|
|
2021
Q1 | $10.9M | Buy |
106,584
+86,071
| +420% | +$8.77M | 0.35% | 57 |
|
|
2020
Q4 | $1.77M | Sell |
20,513
-759
| -4% | -$65.5K | 0.06% | 297 |
|
|
2020
Q3 | $1.43M | Sell |
21,272
-2,302
| -10% | -$155K | 0.06% | 312 |
|
|
2020
Q2 | $1.57M | Sell |
23,574
-3,572
| -13% | -$237K | 0.07% | 281 |
|
|
2020
Q1 | $1.49M | Sell |
27,146
-3,306
| -11% | -$181K | 0.09% | 235 |
|
|
2019
Q4 | $2.6M | Sell |
30,452
-22,562
| -43% | -$1.93M | 0.11% | 188 |
|
|
2019
Q3 | $4.24M | Buy |
53,014
+844
| +2% | +$67.5K | 0.2% | 117 |
|
|
2019
Q2 | $4.16M | Sell |
52,170
-43,018
| -45% | -$3.43M | 0.21% | 113 |
|
|
2019
Q1 | $7.47M | Buy |
95,188
+27,706
| +41% | +$2.17M | 0.42% | 46 |
|
|
2018
Q4 | $4.67M | Buy |
67,482
+3,638
| +6% | +$252K | 0.34% | 68 |
|
|
2018
Q3 | $5.34M | Buy |
63,844
+1,266
| +2% | +$106K | 0.31% | 69 |
|
|
2018
Q2 | $5.07M | Buy |
62,578
+5,116
| +9% | +$414K | 0.34% | 62 |
|
|
2018
Q1 | $4.44M | Buy |
57,462
+490
| +0.9% | +$37.9K | 0.32% | 64 |
|
|
2017
Q4 | $4.56M | Buy |
56,972
+4,690
| +9% | +$375K | 0.35% | 56 |
|
|
2017
Q3 | $3.99M | Buy |
52,282
+5,020
| +11% | +$383K | 0.33% | 58 |
|
|
2017
Q2 | $3.51M | Sell |
47,262
-8,858
| -16% | -$658K | 0.33% | 61 |
|
|
2017
Q1 | $4.17M | Buy |
56,120
+25,926
| +86% | +$1.92M | 0.4% | 49 |
|
|
2016
Q4 | $2.19M | Sell |
30,194
-23,134
| -43% | -$1.68M | 0.24% | 95 |
|
|
2016
Q3 | $3.55M | Buy |
53,328
+37,594
| +239% | +$2.5M | 0.42% | 50 |
|
|
2016
Q2 | $1.01M | Sell |
15,734
-142
| -0.9% | -$9.09K | 0.13% | 177 |
|
|
2016
Q1 | $985K | Buy |
15,876
+2,426
| +18% | +$151K | 0.13% | 177 |
|
|
2015
Q4 | $788K | Buy |
13,450
+344
| +3% | +$20.2K | 0.11% | 217 |
|
|
2015
Q3 | $756K | Sell |
13,106
-756
| -5% | -$43.6K | 0.12% | 205 |
|
|
2015
Q2 | $894K | Sell |
13,862
-1,876
| -12% | -$121K | 0.12% | 202 |
|
|
2015
Q1 | $1.03M | Buy |
15,738
+1,496
| +11% | +$97.9K | 0.14% | 185 |
|
|
2014
Q4 | $910K | Buy |
+14,242
| New | +$910K | 0.12% | 199 |
|