Stratos Wealth 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 | $1.9M | Sell |
15,339
-244
| -2% | -$30.2K | 0.1% | 215 |
|
|
2025
Q1 | $1.87M | Buy |
15,583
+35
| +0.2% | +$4.19K | 0.1% | 199 |
|
|
2024
Q4 | $1.94M | Sell |
15,548
-10,485
| -40% | -$1.31M | 0.09% | 223 |
|
|
2024
Q3 | $3.22M | Buy |
26,033
+7,589
| +41% | +$938K | 0.15% | 154 |
|
|
2024
Q2 | $2.09M | Buy |
18,444
+12,643
| +218% | +$1.43M | 0.1% | 202 |
|
|
2024
Q1 | $686K | Buy |
5,801
+4,001
| +222% | +$473K | 0.04% | 398 |
|
|
2023
Q4 | $205K | Buy |
+1,800
| New | +$205K | 0.01% | 642 |
|
|
2023
Q3 | – | Sell |
-1,996
| Closed | -$214K | – | 692 |
|
|
2023
Q2 | $214K | Buy |
+1,996
| New | +$214K | 0.02% | 589 |
|
|
2021
Q3 | – | Sell |
-4,070
| Closed | -$429K | – | 532 |
|
|
2021
Q2 | $429K | Hold |
4,070
| – | – | 0.04% | 376 |
|
|
2021
Q1 | $415K | Buy |
+4,070
| New | +$415K | 0.04% | 344 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$22K | – | 306 |
|
|
2020
Q1 | $22K | Buy |
+400
| New | +$22K | 0.02% | 213 |
|