Bar Harbor 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
Q3 | $249K | Hold |
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|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $283K | Sell |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $362K | Sell |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $812K | Sell |
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|
2019
Q3 | $826K | Sell |
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|
2019
Q2 | $844K | Buy |
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|
2019
Q1 | $825K | Sell |
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|
2018
Q4 | $733K | Sell |
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|
2018
Q3 | $936K | Sell |
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|
2018
Q2 | $907K | Sell |
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|
2018
Q1 | $866K | Sell |
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|
2017
Q4 | $928K | Sell |
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|
2017
Q3 | $978K | Buy |
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|
2017
Q2 | $942K | Sell |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $989K | Buy |
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|
2016
Q3 | $896K | Sell |
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|
2016
Q2 | $871K | Sell |
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|
2016
Q1 | $866K | Sell |
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|
2015
Q4 | $818K | Sell |
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|
2015
Q3 | $850K | Sell |
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|
2015
Q2 | $952K | Buy |
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|
2015
Q1 | $946K | Buy |
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|
2014
Q4 | $917K | Buy |
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|
2014
Q3 | $862K | Sell |
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|
2014
Q2 | $924K | Buy |
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|
2014
Q1 | $875K | Buy |
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|
2013
Q4 | $842K | Sell |
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|
2013
Q3 | $1.11M | Buy |
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|
2013
Q2 | $1.03M | Buy |
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