Beirne Wealth Consulting Services’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
Q2 | $789K | Sell |
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|
2025
Q1 | $809K | Buy |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $997K | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $977K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.33M | Hold |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $912K | Sell |
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|
2020
Q2 | $900K | Buy |
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|
2020
Q1 | $692K | Buy |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $950K | Sell |
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|
2018
Q4 | $851K | Buy |
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