AIA
Allied 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 | $220K | Sell |
1,784
-125
| -7% | -$15.4K | 0.04% | 80 |
|
|
2025
Q1 | $229K | Hold |
1,909
| – | – | 0.04% | 80 |
|
|
2024
Q4 | $239K | Hold |
1,909
| – | – | 0.05% | 72 |
|
|
2024
Q3 | $236K | Sell |
1,909
-85
| -4% | -$10.5K | 0.05% | 68 |
|
|
2024
Q2 | $226K | Hold |
1,994
| – | – | 0.05% | 66 |
|
|
2024
Q1 | $236K | Hold |
1,994
| – | – | 0.06% | 59 |
|
|
2023
Q4 | $227K | Buy |
+1,994
| New | +$227K | 0.06% | 59 |
|