Beaumont 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 | $535K | Hold |
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|
2025
Q2 | $510K | Hold |
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|
2025
Q1 | $494K | Hold |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $500K | Hold |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $476K | Hold |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $471K | Hold |
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|
2022
Q3 | $420K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $231K | Buy |
|