SCM
Stordahl Capital Management’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 | $2.12M | Buy |
17,163
+495
| +3% | +$61.2K | 0.47% | 21 |
|
|
2025
Q1 | $2M | Sell |
16,668
-3
| -0% | -$359 | 0.47% | 20 |
|
|
2024
Q4 | $2.08M | Sell |
16,671
-49
| -0.3% | -$6.12K | 0.49% | 20 |
|
|
2024
Q3 | $2.05M | Buy |
16,720
+806
| +5% | +$98.6K | 0.49% | 20 |
|
|
2024
Q2 | $1.81M | Sell |
15,914
-1,069
| -6% | -$121K | 0.45% | 20 |
|
|
2024
Q1 | $2.01M | Sell |
16,983
-141
| -0.8% | -$16.7K | 0.5% | 20 |
|
|
2023
Q4 | $1.95M | Sell |
17,124
-16
| -0.1% | -$1.83K | 0.53% | 20 |
|
|
2023
Q3 | $1.73M | Sell |
17,140
-148
| -0.9% | -$14.9K | 0.52% | 19 |
|
|
2023
Q2 | $1.85M | Sell |
17,288
-219
| -1% | -$23.5K | 0.53% | 21 |
|
|
2023
Q1 | $1.8M | Sell |
17,507
-307
| -2% | -$31.6K | 0.55% | 21 |
|
|
2022
Q4 | $1.8M | Sell |
17,814
-526
| -3% | -$53K | 0.59% | 21 |
|
|
2022
Q3 | $1.65M | Sell |
18,340
-639
| -3% | -$57.5K | 0.6% | 20 |
|
|
2022
Q2 | $1.79M | Sell |
18,979
-10
| -0.1% | -$944 | 0.68% | 20 |
|
|
2022
Q1 | $2.08M | Sell |
18,989
-144
| -0.8% | -$15.8K | 0.77% | 17 |
|
|
2021
Q4 | $2.12M | Buy |
19,133
+6
| +0% | +$664 | 0.79% | 18 |
|
|
2021
Q3 | $1.97M | Buy |
19,127
+65
| +0.3% | +$6.7K | 0.79% | 19 |
|
|
2021
Q2 | $2.01M | Sell |
19,062
-684
| -3% | -$72.1K | 0.81% | 19 |
|
|
2021
Q1 | $2.01M | Sell |
19,746
-338
| -2% | -$34.5K | 0.85% | 18 |
|
|
2020
Q4 | $1.73M | Buy |
20,084
+10,301
| +105% | +$889K | 0.79% | 19 |
|
|
2020
Q3 | $1.32M | Buy |
9,783
+70
| +0.7% | +$9.44K | 0.68% | 19 |
|
|
2020
Q2 | $1.29M | Sell |
9,713
-510
| -5% | -$67.8K | 0.72% | 19 |
|
|
2020
Q1 | $1.03M | Sell |
10,223
-389
| -4% | -$39.3K | 0.64% | 20 |
|
|
2019
Q4 | $1.81M | Sell |
10,612
-79
| -0.7% | -$13.5K | 0.73% | 22 |
|
|
2019
Q3 | $1.71M | Sell |
10,691
-224
| -2% | -$35.8K | 0.68% | 22 |
|
|
2019
Q2 | $1.75M | Sell |
10,915
-26
| -0.2% | -$4.16K | 0.68% | 22 |
|
|
2019
Q1 | $1.79M | Sell |
10,941
-113
| -1% | -$18.5K | 0.73% | 22 |
|
|
2018
Q4 | $1.53M | Sell |
11,054
-94
| -0.8% | -$13K | 0.75% | 22 |
|
|
2018
Q3 | $1.74M | Sell |
11,148
-333
| -3% | -$51.9K | 0.78% | 20 |
|
|
2018
Q2 | $1.86M | Sell |
11,481
-51
| -0.4% | -$8.26K | 0.84% | 20 |
|
|
2018
Q1 | $1.78M | Sell |
11,532
-126
| -1% | -$19.5K | 0.85% | 20 |
|
|
2017
Q4 | $1.87M | Buy |
+11,658
| New | +$1.87M | 0.89% | 21 |
|