Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.22M | Buy |
10,323
+3
| +0% | +$355 | 0.13% | 44 |
|
|
2023
Q4 | $1.18M | Buy |
10,320
+1,461
| +16% | +$167K | 0.15% | 42 |
|
|
2023
Q3 | $899K | Hold |
8,859
| – | – | 0.13% | 40 |
|
|
2023
Q2 | $949K | Hold |
8,859
| – | – | 0.14% | 39 |
|
|
2023
Q1 | $882K | Buy |
8,859
+8
| +0.1% | +$796 | 0.14% | 38 |
|
|
2022
Q4 | $892K | Hold |
8,851
| – | – | 0.19% | 28 |
|
|
2022
Q3 | $797K | Sell |
8,851
-93
| -1% | -$8.37K | 0.19% | 28 |
|
|
2022
Q2 | $844K | Buy |
8,944
+1,699
| +23% | +$160K | 0.19% | 28 |
|
|
2022
Q1 | $794K | Sell |
7,245
-3,334
| -32% | -$365K | 0.15% | 32 |
|
|
2021
Q4 | $1.17M | Buy |
10,579
+11
| +0.1% | +$1.22K | 0.2% | 31 |
|
|
2021
Q3 | $1.09M | Buy |
+10,568
| New | +$1.09M | 0.21% | 29 |
|
|
2021
Q1 | $1.05M | Buy |
10,295
+406
| +4% | +$41.4K | 0.21% | 29 |
|
|
2020
Q4 | $853K | Buy |
9,889
+5
| +0.1% | +$431 | 0.18% | 33 |
|
|
2020
Q3 | $667K | Sell |
9,884
-7,336
| -43% | -$495K | 0.16% | 32 |
|
|
2020
Q2 | $1.15M | Sell |
17,220
-4,036
| -19% | -$268K | 0.29% | 23 |
|
|
2020
Q1 | $1.17M | Buy |
21,256
+192
| +0.9% | +$10.5K | 0.34% | 23 |
|
|
2019
Q4 | $1.8M | Buy |
21,064
+1,530
| +8% | +$131K | 0.43% | 23 |
|
|
2019
Q3 | $1.56M | Buy |
19,534
+5,044
| +35% | +$403K | 0.43% | 20 |
|
|
2019
Q2 | $1.16M | Buy |
14,490
+4,660
| +47% | +$371K | 0.34% | 20 |
|
|
2019
Q1 | $771K | Sell |
9,830
-1,158
| -11% | -$90.8K | 0.25% | 21 |
|
|
2018
Q4 | $760K | Buy |
+10,988
| New | +$760K | 0.29% | 18 |
|