SEIA
Signature Estate & Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Sell |
36,352
-8,070
| -18% | -$997K | 0.1% | 93 |
|
|
2025
Q1 | $5.32M | Buy |
44,422
+14,547
| +49% | +$1.74M | 0.14% | 77 |
|
|
2024
Q4 | $3.73M | Buy |
29,875
+15,899
| +114% | +$1.99M | 0.09% | 88 |
|
|
2024
Q3 | $1.73M | Sell |
13,976
-18,795
| -57% | -$2.32M | 0.04% | 147 |
|
|
2024
Q2 | $3.72M | Sell |
32,771
-6,485
| -17% | -$736K | 0.09% | 88 |
|
|
2024
Q1 | $4.64M | Sell |
39,256
-141
| -0.4% | -$16.7K | 0.13% | 53 |
|
|
2023
Q4 | $4.49M | Sell |
39,397
-1,447
| -4% | -$165K | 0.13% | 58 |
|
|
2023
Q3 | $4.12M | Buy |
40,844
+84
| +0.2% | +$8.48K | 0.14% | 55 |
|
|
2023
Q2 | $4.37M | Buy |
40,760
+1,161
| +3% | +$124K | 0.14% | 55 |
|
|
2023
Q1 | $4.07M | Buy |
39,599
+3,256
| +9% | +$335K | 0.14% | 56 |
|
|
2022
Q4 | $3.66M | Buy |
36,343
+2,889
| +9% | +$291K | 0.13% | 63 |
|
|
2022
Q3 | $3.01M | Buy |
33,454
+2,689
| +9% | +$242K | 0.14% | 57 |
|
|
2022
Q2 | $2.91M | Buy |
30,765
+1,290
| +4% | +$122K | 0.15% | 55 |
|
|
2022
Q1 | $3.23M | Buy |
29,475
+229
| +0.8% | +$25.1K | 0.15% | 54 |
|
|
2021
Q4 | $3.24M | Buy |
29,246
+1,615
| +6% | +$179K | 0.15% | 55 |
|
|
2021
Q3 | $2.85M | Buy |
27,631
+1,725
| +7% | +$178K | 0.14% | 54 |
|
|
2021
Q2 | $2.73M | Sell |
25,906
-1,215
| -4% | -$128K | 0.12% | 57 |
|
|
2021
Q1 | $2.77M | Sell |
27,121
-2,124
| -7% | -$217K | 0.13% | 59 |
|
|
2020
Q4 | $2.52M | Buy |
29,245
+14,497
| +98% | +$1.25M | 0.14% | 61 |
|
|
2020
Q3 | $1.99M | Buy |
14,748
+1,270
| +9% | +$171K | 0.12% | 64 |
|
|
2020
Q2 | $1.79M | Sell |
13,478
-1,858
| -12% | -$247K | 0.13% | 63 |
|
|
2020
Q1 | $1.68M | Buy |
15,336
+3,413
| +29% | +$375K | 0.13% | 65 |
|
|
2019
Q4 | $2.04M | Buy |
11,923
+821
| +7% | +$140K | 0.12% | 72 |
|
|
2019
Q3 | $1.78M | Buy |
11,102
+356
| +3% | +$56.9K | 0.12% | 70 |
|
|
2019
Q2 | $1.71M | Buy |
10,746
+54
| +0.5% | +$8.61K | 0.11% | 74 |
|
|
2019
Q1 | $1.68M | Sell |
10,692
-240
| -2% | -$37.7K | 0.11% | 75 |
|
|
2018
Q4 | $1.51M | Buy |
10,932
+1,330
| +14% | +$184K | 0.13% | 72 |
|
|
2018
Q3 | $1.61M | Buy |
9,602
+658
| +7% | +$110K | 0.14% | 66 |
|
|
2018
Q2 | $1.45M | Buy |
8,944
+142
| +2% | +$23K | 0.14% | 68 |
|
|
2018
Q1 | $1.36M | Buy |
8,802
+294
| +3% | +$45.4K | 0.14% | 72 |
|
|
2017
Q4 | $1.36M | Buy |
8,508
+100
| +1% | +$16K | 0.14% | 76 |
|
|
2017
Q3 | $1.28M | Buy |
+8,408
| New | +$1.28M | 0.14% | 73 |
|