Wedbush Securities’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 | $450K | Sell |
3,639
-715
| -16% | -$88.4K | 0.02% | 673 |
|
|
2025
Q1 | $521K | Sell |
4,354
-219
| -5% | -$26.2K | 0.02% | 603 |
|
|
2024
Q4 | $571K | Sell |
4,573
-84
| -2% | -$10.5K | 0.02% | 563 |
|
|
2024
Q3 | $576K | Sell |
4,657
-439
| -9% | -$54.3K | 0.02% | 557 |
|
|
2024
Q2 | $578K | Buy |
5,096
+259
| +5% | +$29.4K | 0.02% | 583 |
|
|
2024
Q1 | $572K | Sell |
4,837
-250
| -5% | -$29.6K | 0.02% | 590 |
|
|
2023
Q4 | $580K | Buy |
5,087
+202
| +4% | +$23K | 0.03% | 507 |
|
|
2023
Q3 | $493K | Sell |
4,885
-36
| -0.7% | -$3.63K | 0.02% | 532 |
|
|
2023
Q2 | $527K | Hold |
4,921
| – | – | 0.03% | 523 |
|
|
2023
Q1 | $506K | Sell |
4,921
-132
| -3% | -$13.6K | 0.03% | 523 |
|
|
2022
Q4 | $509K | Buy |
5,053
+340
| +7% | +$34.2K | 0.03% | 511 |
|
|
2022
Q3 | $424K | Buy |
4,713
+59
| +1% | +$5.31K | 0.02% | 572 |
|
|
2022
Q2 | $439K | Buy |
4,654
+602
| +15% | +$56.8K | 0.02% | 577 |
|
|
2022
Q1 | $444K | Buy |
4,052
+102
| +3% | +$11.2K | 0.02% | 640 |
|
|
2021
Q4 | $437K | Buy |
3,950
+157
| +4% | +$17.4K | 0.02% | 689 |
|
|
2021
Q3 | $391K | Buy |
3,793
+215
| +6% | +$22.2K | 0.02% | 719 |
|
|
2021
Q2 | $377K | Buy |
3,578
+395
| +12% | +$41.6K | 0.02% | 741 |
|
|
2021
Q1 | $324K | Buy |
+3,183
| New | +$324K | 0.02% | 780 |
|
|
2018
Q4 | – | Sell |
-2,798
| Closed | -$234K | – | 884 |
|
|
2018
Q3 | $234K | Buy |
2,798
+158
| +6% | +$13.2K | 0.03% | 699 |
|
|
2018
Q2 | $214K | Hold |
2,640
| – | – | 0.03% | 701 |
|
|
2018
Q1 | $204K | Hold |
2,640
| – | – | 0.03% | 674 |
|
|
2017
Q4 | $211K | Hold |
2,640
| – | – | 0.03% | 696 |
|
|
2017
Q3 | $202K | Buy |
+2,640
| New | +$202K | 0.03% | 706 |
|
|
2016
Q4 | – | Sell |
-3,382
| Closed | -$225K | – | 850 |
|
|
2016
Q3 | $225K | Buy |
3,382
+78
| +2% | +$5.19K | 0.03% | 623 |
|
|
2016
Q2 | $212K | Buy |
+3,304
| New | +$212K | 0.03% | 604 |
|