Baron Silver Stevens Financial 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
Q3 | $219K | Sell |
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|
2025
Q2 | $209K | Hold |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $297K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $269K | Hold |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $268K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $219K | Buy |
|