Soltis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
23,745
+1,799
| +8% | +$222K | 0.23% | 104 |
|
|
2025
Q1 | $2.63M | Buy |
21,946
+761
| +4% | +$91.1K | 0.23% | 105 |
|
|
2024
Q4 | $2.65M | Sell |
21,185
-9,893
| -32% | -$1.24M | 0.25% | 104 |
|
|
2024
Q3 | $3.84M | Buy |
31,078
+1,285
| +4% | +$159K | 0.38% | 79 |
|
|
2024
Q2 | $3.38M | Buy |
29,793
+1,906
| +7% | +$216K | 0.36% | 82 |
|
|
2024
Q1 | $3.3M | Buy |
27,887
+1,025
| +4% | +$121K | 0.37% | 89 |
|
|
2023
Q4 | $3.06M | Sell |
26,862
-1,627
| -6% | -$186K | 0.35% | 87 |
|
|
2023
Q3 | $2.88M | Buy |
28,489
+364
| +1% | +$36.7K | 0.37% | 85 |
|
|
2023
Q2 | $3.01M | Buy |
28,125
+463
| +2% | +$49.6K | 0.35% | 82 |
|
|
2023
Q1 | $2.84M | Sell |
27,662
-544
| -2% | -$55.9K | 0.36% | 83 |
|
|
2022
Q4 | $2.84M | Sell |
28,206
-11,842
| -30% | -$1.19M | 0.37% | 76 |
|
|
2022
Q3 | $3.6M | Buy |
40,048
+98
| +0.2% | +$8.82K | 0.54% | 48 |
|
|
2022
Q2 | $3.77M | Sell |
39,950
-10,581
| -21% | -$999K | 0.55% | 42 |
|
|
2022
Q1 | $5.54M | Buy |
50,531
+2,080
| +4% | +$228K | 0.77% | 26 |
|
|
2021
Q4 | $5.36M | Sell |
48,451
-15,360
| -24% | -$1.7M | 0.76% | 27 |
|
|
2021
Q3 | $6.58M | Buy |
63,811
+6,030
| +10% | +$621K | 1.02% | 19 |
|
|
2021
Q2 | $6.09M | Buy |
57,781
+11,940
| +26% | +$1.26M | 0.96% | 20 |
|
|
2021
Q1 | $4.67M | Buy |
45,841
+38,495
| +524% | +$3.92M | 0.85% | 25 |
|
|
2020
Q4 | $634K | Buy |
7,346
+1,434
| +24% | +$124K | 0.12% | 124 |
|
|
2020
Q3 | $399K | Sell |
5,912
-84
| -1% | -$5.67K | 0.09% | 139 |
|
|
2020
Q2 | $399K | Buy |
+5,996
| New | +$399K | 0.1% | 133 |
|