Atlantic Edge Private Wealth Management’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
$902K Hold
2025
Q1
$873K Sell
2024
Q4
$916K Hold
2024
Q3
$906K Buy
2024
Q2
$824K Sell
2024
Q1
$868K Sell
2023
Q4
$862K Buy