Bailard’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
Q3 | $630K | Hold |
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|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | $470K | Sell |
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|
2024
Q4 | $563K | Hold |
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|
2024
Q3 | $557K | Sell |
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|
2024
Q2 | $526K | Hold |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $514K | Hold |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $483K | Hold |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $481K | Hold |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $465K | Hold |
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|
2022
Q1 | $540K | Hold |
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|
2021
Q4 | $545K | Hold |
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|
2021
Q3 | $507K | Hold |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $524K | Sell |
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|
2020
Q4 | $529K | Buy |
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|
2020
Q3 | $216K | Hold |
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|
2020
Q2 | $213K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $228K | Hold |
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|
2017
Q3 | $218K | Hold |
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|
2017
Q2 | $212K | Sell |
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|
2017
Q1 | $216K | Buy |
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