Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $474K | Sell |
7,022
-1,224
| -15% | -$82.6K | 0.02% | 282 |
|
|
2020
Q2 | $548K | Sell |
8,246
-1,752
| -18% | -$116K | 0.04% | 238 |
|
|
2020
Q1 | $549K | Buy |
9,998
+1,928
| +24% | +$106K | 0.05% | 218 |
|
|
2019
Q4 | $689K | Sell |
8,070
-424
| -5% | -$36.2K | 0.05% | 220 |
|
|
2019
Q3 | $679K | Sell |
8,494
-932
| -10% | -$74.5K | 0.05% | 208 |
|
|
2019
Q2 | $752K | Buy |
9,426
+116
| +1% | +$9.25K | 0.06% | 179 |
|
|
2019
Q1 | $731K | Sell |
9,310
-4,562
| -33% | -$358K | 0.06% | 184 |
|
|
2018
Q4 | $959K | Buy |
13,872
+214
| +2% | +$14.8K | 0.09% | 126 |
|
|
2018
Q3 | $1.14M | Sell |
13,658
-254
| -2% | -$21.3K | 0.09% | 127 |
|
|
2018
Q2 | $1.13M | Sell |
13,912
-428
| -3% | -$34.7K | 0.1% | 119 |
|
|
2018
Q1 | $1.11M | Sell |
14,340
-92
| -0.6% | -$7.11K | 0.1% | 117 |
|
|
2017
Q4 | $1.16M | Buy |
14,432
+374
| +3% | +$29.9K | 0.11% | 121 |
|
|
2017
Q3 | $1.07M | Sell |
14,058
-326
| -2% | -$24.9K | 0.12% | 123 |
|
|
2017
Q2 | $1.07M | Sell |
14,384
-2,580
| -15% | -$192K | 0.13% | 116 |
|
|
2017
Q1 | $1.26M | Sell |
16,964
-5,444
| -24% | -$404K | 0.18% | 85 |
|
|
2016
Q4 | $1.63M | Buy |
22,408
+152
| +0.7% | +$11K | 0.24% | 64 |
|
|
2016
Q3 | $1.48M | Buy |
22,256
+4,648
| +26% | +$309K | 0.23% | 68 |
|
|
2016
Q2 | $1.13M | Sell |
17,608
-2,942
| -14% | -$188K | 0.19% | 87 |
|
|
2016
Q1 | $1.27M | Buy |
20,550
+30
| +0.1% | +$1.86K | 0.22% | 73 |
|
|
2015
Q4 | $1.2M | Buy |
+20,520
| New | +$1.2M | 0.22% | 75 |
|