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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
1,689
| – | – | 0.03% | 138 |
|
|
2025
Q1 | $202K | Sell |
1,689
-685
| -29% | -$82K | 0.04% | 124 |
|
|
2024
Q4 | $297K | Hold |
2,374
| – | – | 0.05% | 94 |
|
|
2024
Q3 | $293K | Hold |
2,374
| – | – | 0.05% | 96 |
|
|
2024
Q2 | $269K | Hold |
2,374
| – | – | 0.05% | 98 |
|
|
2024
Q1 | $281K | Sell |
2,374
-46
| -2% | -$5.44K | 0.05% | 100 |
|
|
2023
Q4 | $276K | Hold |
2,420
| – | – | 0.06% | 90 |
|
|
2023
Q3 | $244K | Hold |
2,420
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $259K | Hold |
2,420
| – | – | 0.06% | 90 |
|
|
2023
Q1 | $249K | Hold |
2,420
| – | – | 0.06% | 92 |
|
|
2022
Q4 | $244K | Buy |
+2,420
| New | +$244K | 0.06% | 81 |
|
|
2022
Q3 | – | Sell |
-2,420
| Closed | -$228K | – | 123 |
|
|
2022
Q2 | $228K | Hold |
2,420
| – | – | 0.06% | 93 |
|
|
2022
Q1 | $265K | Sell |
2,420
-100
| -4% | -$11K | 0.06% | 77 |
|
|
2021
Q4 | $278K | Hold |
2,520
| – | – | 0.07% | 67 |
|
|
2021
Q3 | $259K | Sell |
2,520
-29
| -1% | -$2.98K | 0.07% | 64 |
|
|
2021
Q2 | $268K | Buy |
+2,549
| New | +$268K | 0.07% | 69 |
|
|
2021
Q1 | – | Sell |
-2,549
| Closed | -$219K | – | 235 |
|
|
2020
Q4 | $219K | Buy |
+2,549
| New | +$219K | 0.08% | 59 |
|