Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $200K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $243M | Sell |
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|
2022
Q3 | $249K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $2.79M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $338K | Sell |
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|
2018
Q4 | $313K | Sell |
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|
2018
Q3 | $416K | Sell |
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|
2018
Q2 | $407K | Buy |
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|
2018
Q1 | $367K | Buy |
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|
2017
Q4 | $345K | Sell |
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|
2017
Q3 | $409K | Buy |
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|
2017
Q2 | $371K | Buy |
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|
2017
Q1 | $262K | Sell |
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|
2016
Q4 | $892K | Hold |
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|
2016
Q3 | $817K | Hold |
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|
2016
Q2 | $787K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $708K | Buy |
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|
2015
Q1 | $713K | Hold |
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|
2014
Q4 | $696K | Hold |
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|
2014
Q3 | $655K | Hold |
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|
2014
Q2 | $691K | Buy |
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