Wealthcare Advisory 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 | $459K | Buy |
3,712
+4
| +0.1% | +$494 | 0.01% | 664 |
|
|
2025
Q1 | $444K | Sell |
3,708
-48
| -1% | -$5.75K | 0.01% | 616 |
|
|
2024
Q4 | $469K | Sell |
3,756
-254
| -6% | -$31.7K | 0.01% | 582 |
|
|
2024
Q3 | $496K | Sell |
4,010
-688
| -15% | -$85.1K | 0.01% | 570 |
|
|
2024
Q2 | $533K | Sell |
4,698
-25
| -0.5% | -$2.84K | 0.02% | 526 |
|
|
2024
Q1 | $559K | Buy |
4,723
+1,171
| +33% | +$139K | 0.02% | 517 |
|
|
2023
Q4 | $405K | Sell |
3,552
-814
| -19% | -$92.8K | 0.02% | 525 |
|
|
2023
Q3 | $441K | Buy |
4,366
+972
| +29% | +$98.1K | 0.02% | 463 |
|
|
2023
Q2 | $364K | Sell |
3,394
-1,092
| -24% | -$117K | 0.02% | 522 |
|
|
2023
Q1 | $461K | Buy |
4,486
+35
| +0.8% | +$3.6K | 0.02% | 475 |
|
|
2022
Q4 | $449K | Sell |
4,451
-846
| -16% | -$85.3K | 0.02% | 448 |
|
|
2022
Q3 | $477K | Sell |
5,297
-461
| -8% | -$41.5K | 0.03% | 371 |
|
|
2022
Q2 | $544K | Sell |
5,758
-4,164
| -42% | -$393K | 0.03% | 310 |
|
|
2022
Q1 | $1.09M | Sell |
9,922
-1,820
| -15% | -$200K | 0.07% | 180 |
|
|
2021
Q4 | $1.3M | Sell |
11,742
-308
| -3% | -$34.1K | 0.08% | 160 |
|
|
2021
Q3 | $1.24M | Buy |
12,050
+257
| +2% | +$26.5K | 0.08% | 158 |
|
|
2021
Q2 | $1.24M | Sell |
11,793
-503
| -4% | -$53K | 0.08% | 161 |
|
|
2021
Q1 | $1.25M | Buy |
12,296
+1,603
| +15% | +$163K | 0.09% | 142 |
|
|
2020
Q4 | $923K | Sell |
10,693
-1,439
| -12% | -$124K | 0.08% | 162 |
|
|
2020
Q3 | $818K | Buy |
12,132
+1,586
| +15% | +$107K | 0.09% | 140 |
|
|
2020
Q2 | $701K | Buy |
10,546
+1,848
| +21% | +$123K | 0.09% | 136 |
|
|
2020
Q1 | $477K | Buy |
8,698
+2,140
| +33% | +$117K | 0.07% | 153 |
|
|
2019
Q4 | $560K | Buy |
6,558
+1,162
| +22% | +$99.2K | 0.07% | 164 |
|
|
2019
Q3 | $431K | Buy |
5,396
+408
| +8% | +$32.6K | 0.06% | 172 |
|
|
2019
Q2 | $398K | Buy |
4,988
+332
| +7% | +$26.5K | 0.06% | 165 |
|
|
2019
Q1 | $365K | Buy |
4,656
+330
| +8% | +$25.9K | 0.06% | 161 |
|
|
2018
Q4 | $299K | Buy |
4,326
+178
| +4% | +$12.3K | 0.06% | 160 |
|
|
2018
Q3 | $347K | Sell |
4,148
-136
| -3% | -$11.4K | 0.06% | 160 |
|
|
2018
Q2 | $347K | Buy |
4,284
+856
| +25% | +$69.3K | 0.07% | 154 |
|
|
2018
Q1 | $265K | Buy |
3,428
+862
| +34% | +$66.6K | 0.06% | 168 |
|
|
2017
Q4 | $205K | Buy |
2,566
+124
| +5% | +$9.91K | 0.05% | 174 |
|
|
2017
Q3 | $187K | Buy |
2,442
+856
| +54% | +$65.6K | 0.06% | 152 |
|
|
2017
Q2 | $118K | Buy |
1,586
+82
| +5% | +$6.1K | 0.06% | 35 |
|
|
2017
Q1 | $112K | Sell |
1,504
-168
| -10% | -$12.5K | 0.06% | 34 |
|
|
2016
Q4 | $121K | Buy |
1,672
+158
| +10% | +$11.4K | 0.07% | 34 |
|
|
2016
Q3 | $101K | Sell |
1,514
-84
| -5% | -$5.6K | 0.07% | 31 |
|
|
2016
Q2 | $102K | Buy |
+1,598
| New | +$102K | 0.07% | 40 |
|