55I LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$732K Sell
2022
Q2
$815K Sell
2022
Q1
$1.03M Buy
2021
Q4
$287K Buy
2020
Q4
Sell
2020
Q3
$420K Buy
2020
Q2
$215K Buy