Wealthspire Advisors (New York)’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 | $32.3M | Sell |
261,290
-3,770
| -1% | -$466K | 0.18% | 62 |
|
|
2025
Q1 | $31.7M | Buy |
265,060
+146,265
| +123% | +$17.5M | 0.19% | 61 |
|
|
2024
Q4 | $14.8M | Buy |
118,795
+5,271
| +5% | +$659K | 0.15% | 75 |
|
|
2024
Q3 | $14M | Buy |
113,524
+18,492
| +19% | +$2.29M | 0.14% | 79 |
|
|
2024
Q2 | $10.8M | Buy |
95,032
+8,384
| +10% | +$951K | 0.14% | 73 |
|
|
2024
Q1 | $10.2M | Buy |
86,648
+4,677
| +6% | +$553K | 0.14% | 73 |
|
|
2023
Q4 | $9.35M | Sell |
81,971
-1,895
| -2% | -$216K | 0.13% | 75 |
|
|
2023
Q3 | $8.46M | Buy |
83,866
+70,863
| +545% | +$7.15M | 0.14% | 75 |
|
|
2023
Q2 | $1.39M | Sell |
13,003
-522
| -4% | -$55.9K | 0.02% | 201 |
|
|
2023
Q1 | $1.39M | Sell |
13,525
-62
| -0.5% | -$6.37K | 0.02% | 195 |
|
|
2022
Q4 | $1.37M | Buy |
13,587
+5,614
| +70% | +$566K | 0.02% | 204 |
|
|
2022
Q3 | $718K | Buy |
7,973
+2,779
| +54% | +$250K | 0.02% | 281 |
|
|
2022
Q2 | $490K | Buy |
5,194
+88
| +2% | +$8.3K | 0.01% | 319 |
|
|
2022
Q1 | $560K | Buy |
5,106
+330
| +7% | +$36.2K | 0.01% | 259 |
|
|
2021
Q4 | $529K | Sell |
4,776
-127
| -3% | -$14.1K | 0.01% | 312 |
|
|
2021
Q3 | $505K | Sell |
4,903
-1,109
| -18% | -$114K | 0.01% | 353 |
|
|
2021
Q2 | $633K | Sell |
6,012
-19
| -0.3% | -$2K | 0.02% | 204 |
|
|
2021
Q1 | $615K | Buy |
6,031
+4
| +0.1% | +$408 | 0.01% | 345 |
|
|
2020
Q4 | $520K | Buy |
+6,027
| New | +$520K | 0.02% | 300 |
|
|
2020
Q2 | – | Sell |
-9,998
| Closed | -$549K | – | 395 |
|
|
2020
Q1 | $549K | Buy |
+9,998
| New | +$549K | 0.02% | 279 |
|