Belpointe Asset Management’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 | $401K | Sell |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $940K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $3.35M | Buy |
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|
2021
Q3 | $2.26M | Buy |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $905K | Buy |
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|
2020
Q3 | $450K | Hold |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $563K | Buy |
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|
2019
Q2 | $359K | Buy |
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