Bellwether 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
Q2 | $253K | Buy |
|
|||||
|
2025
Q1 | $229K | Buy |
|
|||||
|
2024
Q4 | $191K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $101K | Sell |
|
|||||
|
2022
Q4 | $105K | Sell |
|
|||||
|
2022
Q3 | $97K | Sell |
|
|||||
|
2022
Q2 | $295K | Sell |
|
|||||
|
2022
Q1 | $373K | Sell |
|
|||||
|
2021
Q4 | $401K | Hold |
|
|||||
|
2021
Q3 | $378K | Sell |
|
|||||
|
2021
Q2 | $392K | Buy |
|
|||||
|
2021
Q1 | $372K | Sell |
|
|||||
|
2020
Q4 | $321K | Buy |
|