Sowell Financial Services’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 | $1.46M | Buy |
11,825
+1,350
| +13% | +$167K | 0.06% | 329 |
|
|
2025
Q1 | $1.25M | Buy |
+10,475
| New | +$1.25M | 0.06% | 329 |
|
|
2023
Q2 | – | Sell |
-18,007
| Closed | -$1.85M | – | 676 |
|
|
2023
Q1 | $1.85M | Buy |
+18,007
| New | +$1.85M | 0.14% | 170 |
|
|
2021
Q3 | – | Sell |
-16,458
| Closed | -$1.73M | – | 516 |
|
|
2021
Q2 | $1.73M | Sell |
16,458
-3,272
| -17% | -$345K | 0.11% | 204 |
|
|
2021
Q1 | $2.15M | Buy |
19,730
+18,707
| +1,829% | +$2.04M | 0.07% | 228 |
|
|
2020
Q4 | $88K | Sell |
1,023
-649
| -39% | -$55.8K | ﹤0.01% | 1201 |
|
|
2020
Q3 | $113K | Hold |
1,672
| – | – | 0.01% | 933 |
|
|
2020
Q2 | $111K | Sell |
1,672
-876
| -34% | -$58.2K | 0.01% | 931 |
|
|
2020
Q1 | $140K | Sell |
2,548
-744
| -23% | -$40.9K | 0.01% | 754 |
|
|
2019
Q4 | $281K | Buy |
3,292
+668
| +25% | +$57K | 0.02% | 606 |
|
|
2019
Q3 | $210K | Buy |
+2,624
| New | +$210K | 0.02% | 627 |
|
|
2018
Q1 | – | Sell |
-2,840
| Closed | -$231K | – | 287 |
|
|
2017
Q4 | $231K | Buy |
+2,840
| New | +$231K | 0.06% | 228 |
|
|
2017
Q1 | – | Sell |
-5,070
| Closed | -$383K | – | 410 |
|
|
2016
Q4 | $383K | Buy |
+5,070
| New | +$383K | 0.13% | 139 |
|