WJA
Willis Johnson & Associates’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.1M | Buy |
470,118
+11,094
| +2% | +$1.37M | 3.95% | 6 |
|
|
2025
Q1 | $55M | Buy |
459,024
+3,974
| +0.9% | +$476K | 4.16% | 5 |
|
|
2024
Q4 | $56.9M | Buy |
455,050
+10,041
| +2% | +$1.25M | 4.37% | 6 |
|
|
2024
Q3 | $55M | Buy |
445,009
+12,328
| +3% | +$1.52M | 4.18% | 6 |
|
|
2024
Q2 | $49.1M | Buy |
432,681
+17,665
| +4% | +$2M | 4.03% | 6 |
|
|
2024
Q1 | $49.1M | Buy |
415,016
+7,278
| +2% | +$861K | 4.26% | 6 |
|
|
2023
Q4 | $46.5M | Buy |
407,738
+11,334
| +3% | +$1.29M | 4.24% | 6 |
|
|
2023
Q3 | $40M | Buy |
396,404
+3,209
| +0.8% | +$324K | 4.1% | 7 |
|
|
2023
Q2 | $42.1M | Sell |
393,195
-1,442
| -0.4% | -$154K | 4.49% | 7 |
|
|
2023
Q1 | $40.6M | Sell |
394,637
-2,921
| -0.7% | -$300K | 4.81% | 5 |
|
|
2022
Q4 | $40.1M | Buy |
397,558
+3,037
| +0.8% | +$306K | 5.23% | 5 |
|
|
2022
Q3 | $35.5M | Buy |
394,521
+8,300
| +2% | +$747K | 5.17% | 5 |
|
|
2022
Q2 | $36.5M | Buy |
386,221
+11,560
| +3% | +$1.09M | 5.09% | 5 |
|
|
2022
Q1 | $41.1M | Buy |
374,661
+17,554
| +5% | +$1.92M | 5.39% | 5 |
|
|
2021
Q4 | $39.5M | Buy |
357,107
+9,653
| +3% | +$1.07M | 5.1% | 6 |
|
|
2021
Q3 | $35.8M | Buy |
347,454
+11,949
| +4% | +$1.23M | 4.98% | 6 |
|
|
2021
Q2 | $35.3M | Buy |
335,505
+879
| +0.3% | +$92.6K | 5.01% | 6 |
|
|
2021
Q1 | $34.1M | Sell |
334,626
-15,426
| -4% | -$1.57M | 5.22% | 5 |
|
|
2020
Q4 | $30.2M | Buy |
+350,052
| New | +$30.2M | 5.04% | 6 |
|