Venture Visionary Partners’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 | $926K | Sell |
7,492
-96
| -1% | -$11.9K | 0.03% | 291 |
|
|
2025
Q1 | $909K | Buy |
7,588
+104
| +1% | +$12.5K | 0.04% | 289 |
|
|
2024
Q4 | $935K | Buy |
7,484
+147
| +2% | +$18.4K | 0.04% | 276 |
|
|
2024
Q3 | $907K | Sell |
7,337
-73
| -1% | -$9.03K | 0.04% | 283 |
|
|
2024
Q2 | $841K | Sell |
7,410
-716
| -9% | -$81.3K | 0.04% | 297 |
|
|
2024
Q1 | $961K | Buy |
8,126
+17
| +0.2% | +$2.01K | 0.05% | 280 |
|
|
2023
Q4 | $925K | Buy |
8,109
+502
| +7% | +$57.3K | 0.05% | 262 |
|
|
2023
Q3 | $768K | Sell |
7,607
-197
| -3% | -$19.9K | 0.05% | 270 |
|
|
2023
Q2 | $836K | Buy |
7,804
+804
| +11% | +$86.1K | 0.05% | 268 |
|
|
2023
Q1 | $719K | Buy |
7,000
+6
| +0.1% | +$617 | 0.05% | 282 |
|
|
2022
Q4 | $705K | Buy |
6,994
+15
| +0.2% | +$1.51K | 0.05% | 265 |
|
|
2022
Q3 | $628K | Hold |
6,979
| – | – | 0.05% | 262 |
|
|
2022
Q2 | $659K | Buy |
6,979
+353
| +5% | +$33.3K | 0.05% | 252 |
|
|
2022
Q1 | $726K | Sell |
6,626
-132
| -2% | -$14.5K | 0.05% | 261 |
|
|
2021
Q4 | $747K | Sell |
6,758
-55
| -0.8% | -$6.08K | 0.05% | 265 |
|
|
2021
Q3 | $702K | Buy |
6,813
+656
| +11% | +$67.6K | 0.05% | 265 |
|
|
2021
Q2 | $648K | Sell |
6,157
-1,320
| -18% | -$139K | 0.05% | 273 |
|
|
2021
Q1 | $762K | Sell |
7,477
-290
| -4% | -$29.6K | 0.06% | 234 |
|
|
2020
Q4 | $670K | Buy |
7,767
+3,955
| +104% | +$341K | 0.07% | 200 |
|
|
2020
Q3 | $257K | Hold |
3,812
| – | – | 0.06% | 159 |
|
|
2020
Q2 | $253K | Hold |
3,812
| – | – | 0.07% | 141 |
|
|
2020
Q1 | $209K | Hold |
3,812
| – | – | 0.08% | 137 |
|
|
2019
Q4 | $325K | Buy |
+3,812
| New | +$325K | 0.1% | 123 |
|