Tiemann 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 | $2.34M | Buy |
18,926
+385
| +2% | +$47.6K | 0.96% | 20 |
|
|
2025
Q1 | $2.22M | Sell |
18,541
-330
| -2% | -$39.5K | 1.01% | 20 |
|
|
2024
Q4 | $2.36M | Sell |
18,871
-975
| -5% | -$122K | 1.05% | 20 |
|
|
2024
Q3 | $2.45M | Sell |
19,846
-542
| -3% | -$67K | 1.06% | 19 |
|
|
2024
Q2 | $2.31M | Buy |
20,388
+32
| +0.2% | +$3.63K | 1.03% | 19 |
|
|
2024
Q1 | $2.41M | Sell |
20,356
-202
| -1% | -$23.9K | 1.08% | 17 |
|
|
2023
Q4 | $2.34M | Buy |
20,558
+340
| +2% | +$38.8K | 1.14% | 18 |
|
|
2023
Q3 | $2.04M | Sell |
20,218
-100
| -0.5% | -$10.1K | 1.09% | 17 |
|
|
2023
Q2 | $2.18M | Buy |
20,318
+898
| +5% | +$96.2K | 1.11% | 18 |
|
|
2023
Q1 | $2M | Sell |
19,420
-673
| -3% | -$69.2K | 1.09% | 16 |
|
|
2022
Q4 | $2.03M | Sell |
20,093
-222
| -1% | -$22.4K | 1.19% | 15 |
|
|
2022
Q3 | $1.83M | Buy |
20,315
+853
| +4% | +$76.8K | 1.18% | 16 |
|
|
2022
Q2 | $1.84M | Buy |
19,462
+435
| +2% | +$41.1K | 0.98% | 22 |
|
|
2022
Q1 | $2.09M | Buy |
19,027
+641
| +3% | +$70.3K | 0.96% | 19 |
|
|
2021
Q4 | $2.04M | Buy |
18,386
+957
| +5% | +$106K | 0.86% | 26 |
|
|
2021
Q3 | $1.8M | Sell |
17,429
-264
| -1% | -$27.2K | 0.85% | 26 |
|
|
2021
Q2 | $1.86M | Buy |
17,693
+1,074
| +6% | +$113K | 0.87% | 24 |
|
|
2021
Q1 | $1.69M | Sell |
16,619
-483
| -3% | -$49.2K | 0.84% | 28 |
|
|
2020
Q4 | $1.48M | Sell |
17,102
-606
| -3% | -$52.3K | 0.78% | 31 |
|
|
2020
Q3 | $1.19M | Sell |
17,708
-712
| -4% | -$48K | 0.74% | 36 |
|
|
2020
Q2 | $1.22M | Sell |
18,420
-404
| -2% | -$26.8K | 0.84% | 32 |
|
|
2020
Q1 | $1.03M | Buy |
18,824
+778
| +4% | +$42.7K | 0.9% | 31 |
|
|
2019
Q4 | $1.54M | Sell |
18,046
-808
| -4% | -$69K | 1.05% | 22 |
|
|
2019
Q3 | $1.51M | Sell |
18,854
-160
| -0.8% | -$12.8K | 1.1% | 21 |
|
|
2019
Q2 | $1.52M | Buy |
19,014
+472
| +3% | +$37.6K | 1.1% | 20 |
|
|
2019
Q1 | $1.46M | Buy |
18,542
+1,156
| +7% | +$90.7K | 1.11% | 23 |
|
|
2018
Q4 | $1.2M | Sell |
17,386
-580
| -3% | -$40.1K | 1.08% | 29 |
|
|
2018
Q3 | $1.5M | Sell |
17,966
-8
| -0% | -$669 | 1.14% | 22 |
|
|
2018
Q2 | $1.46M | Buy |
17,974
+580
| +3% | +$47K | 1.17% | 22 |
|
|
2018
Q1 | $1.34M | Buy |
17,394
+790
| +5% | +$61K | 1.08% | 25 |
|
|
2017
Q4 | $1.33M | Buy |
16,604
+120
| +0.7% | +$9.61K | 1.06% | 27 |
|
|
2017
Q3 | $1.26M | Buy |
16,484
+260
| +2% | +$19.9K | 1.06% | 26 |
|
|
2017
Q2 | $1.21M | Buy |
16,224
+306
| +2% | +$22.7K | 1.08% | 26 |
|
|
2017
Q1 | $1.18M | Sell |
15,918
-168
| -1% | -$12.5K | 1.09% | 23 |
|
|
2016
Q4 | $1.17M | Sell |
16,086
-918
| -5% | -$66.7K | 1.14% | 22 |
|
|
2016
Q3 | $1.13M | Sell |
17,004
-26
| -0.2% | -$1.73K | 1.04% | 23 |
|
|
2016
Q2 | $1.09M | Buy |
17,030
+686
| +4% | +$43.9K | 1.02% | 24 |
|
|
2016
Q1 | $1.01M | Buy |
16,344
+80
| +0.5% | +$4.96K | 1% | 27 |
|
|
2015
Q4 | $953K | Buy |
16,264
+1,414
| +10% | +$82.9K | 0.97% | 28 |
|
|
2015
Q3 | $856K | Sell |
14,850
-504
| -3% | -$29.1K | 0.94% | 27 |
|
|
2015
Q2 | $990K | Buy |
15,354
+568
| +4% | +$36.6K | 1.01% | 21 |
|
|
2015
Q1 | $968K | Sell |
14,786
-16
| -0.1% | -$1.05K | 1.01% | 21 |
|
|
2014
Q4 | $946K | Buy |
14,802
+1,700
| +13% | +$109K | 1.02% | 24 |
|
|
2014
Q3 | $788K | Buy |
13,102
+1,110
| +9% | +$66.8K | 0.88% | 31 |
|
|
2014
Q2 | $761K | Sell |
11,992
-120
| -1% | -$7.62K | 0.84% | 32 |
|
|
2014
Q1 | $729K | Sell |
12,112
-30
| -0.2% | -$1.81K | 0.82% | 31 |
|
|
2013
Q4 | $706K | Buy |
+12,142
| New | +$706K | 0.84% | 31 |
|