United Capital Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
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|
2025
Q1 | $715K | Buy |
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|
2024
Q4 | $703K | Sell |
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|
2024
Q3 | $721K | Sell |
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|
2024
Q2 | $715K | Sell |
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|
2024
Q1 | $764K | Sell |
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|
2023
Q4 | $751K | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $975K | Sell |
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|
2019
Q4 | $1.58M | Buy |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.19M | Sell |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $1.29M | Sell |
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|
2018
Q2 | $1.46M | Sell |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.44M | Buy |
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|
2017
Q3 | $1.29M | Buy |
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|
2017
Q2 | $1.24M | Sell |
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|
2017
Q1 | $1.28M | Buy |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $1.02M | Sell |
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|
2016
Q1 | $1.09M | Sell |
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|
2015
Q4 | $1.15M | Buy |
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|
2015
Q3 | $1.13M | Sell |
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|
2015
Q2 | $1.81M | Sell |
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|
2015
Q1 | $1.85M | Buy |
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|
2014
Q4 | $1.69M | Buy |
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|
2014
Q3 | $1.45M | Sell |
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|
2014
Q2 | $1.71M | Buy |
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|
2014
Q1 | $1.61M | Buy |
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|
2013
Q4 | $932K | Buy |
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|
2013
Q3 | $687K | Sell |
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|
2013
Q2 | $1.38M | Buy |
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