WIA
World Investment Advisors’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 | $574K | Sell |
4,648
-217,734
| -98% | -$26.9M | 0.01% | 681 |
|
|
2025
Q1 | $26.6M | Buy |
222,382
+215,671
| +3,214% | +$25.8M | 0.69% | 25 |
|
|
2024
Q4 | $839K | Sell |
6,711
-171,098
| -96% | -$21.4M | 0.02% | 520 |
|
|
2024
Q3 | $22.1M | Buy |
177,809
+843
| +0.5% | +$105K | 0.69% | 27 |
|
|
2024
Q2 | $1.79M | Buy |
176,966
+173,239
| +4,648% | +$1.75M | 0.11% | 175 |
|
|
2024
Q1 | $441K | Sell |
3,727
-20,253
| -84% | -$2.4M | 0.06% | 238 |
|
|
2023
Q4 | $2.73M | Sell |
23,980
-156,484
| -87% | -$17.8M | 0.36% | 64 |
|
|
2023
Q3 | $18.3M | Buy |
180,464
+159,967
| +780% | +$16.2M | 3.63% | 5 |
|
|
2023
Q2 | $2.2M | Buy |
20,497
+778
| +4% | +$83.3K | 0.42% | 44 |
|
|
2023
Q1 | $2.03M | Sell |
19,719
-179,858
| -90% | -$18.5M | 0.42% | 47 |
|
|
2022
Q4 | $20.1M | Buy |
199,577
+197,260
| +8,514% | +$19.9M | 4.61% | 4 |
|
|
2022
Q3 | $208K | Sell |
2,317
-309
| -12% | -$27.7K | 0.05% | 227 |
|
|
2022
Q2 | $269K | Sell |
2,626
-222,233
| -99% | -$22.8M | 0.06% | 209 |
|
|
2022
Q1 | $24.7M | Buy |
224,859
+2,882
| +1% | +$316K | 5.12% | 3 |
|
|
2021
Q4 | $23.9M | Buy |
221,977
+210,556
| +1,844% | +$22.7M | 5.01% | 3 |
|
|
2021
Q3 | $1.18M | Sell |
11,421
-10,059
| -47% | -$1.04M | 0.27% | 66 |
|
|
2021
Q2 | $2.26M | Sell |
21,480
-3,186
| -13% | -$336K | 0.52% | 37 |
|
|
2021
Q1 | $2.65M | Sell |
24,666
-188,515
| -88% | -$20.3M | 0.64% | 28 |
|
|
2020
Q4 | $20.2M | Buy |
+213,181
| New | +$20.2M | 5.13% | 3 |
|
|
2020
Q2 | – | Sell |
-7,295
| Closed | -$801K | – | 175 |
|
|
2020
Q1 | $801K | Sell |
7,295
-3,019
| -29% | -$331K | 0.37% | 47 |
|
|
2019
Q4 | $1.76M | Sell |
10,314
-126,583
| -92% | -$21.6M | 0.69% | 28 |
|
|
2019
Q3 | $21.9M | Buy |
+136,897
| New | +$21.9M | 9.38% | 1 |
|
|
2019
Q1 | – | Sell |
-123,334
| Closed | -$17.1M | – | 138 |
|
|
2018
Q4 | $17.1M | Buy |
+123,334
| New | +$17.1M | 7.66% | 2 |
|