Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $151K | Hold |
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|
2024
Q1 | $157K | Buy |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $115K | Hold |
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|
2023
Q1 | $111K | Hold |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $97K | Sell |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $154K | Hold |
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|
2021
Q3 | $143K | Sell |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $171K | Buy |
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|
2020
Q3 | $134K | Buy |
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|
2020
Q2 | $132K | Sell |
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|
2020
Q1 | $17M | Sell |
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|
2019
Q4 | $26.8M | Sell |
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|
2019
Q3 | $39.1M | Buy |
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|
2019
Q2 | $31.7M | Buy |
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|
2019
Q1 | $29.7M | Buy |
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|
2018
Q4 | $9.82M | Buy |
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|
2018
Q3 | $8.13M | Sell |
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|
2018
Q2 | $9.1M | Sell |
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|
2018
Q1 | $12.1M | Sell |
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|
2017
Q4 | $15.5M | Sell |
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|
2017
Q3 | $16M | Sell |
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|
2017
Q2 | $16.6M | Sell |
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|
2017
Q1 | $16.6M | Buy |
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|
2016
Q4 | $14.7M | Buy |
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|
2016
Q3 | $12.8M | Sell |
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|
2016
Q2 | $16.7M | Sell |
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|
2016
Q1 | $17.1M | Buy |
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|
2015
Q4 | $15.1M | Buy |
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|
2015
Q3 | $13M | Buy |
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|
2015
Q2 | $13.6M | Buy |
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|
2015
Q1 | $13.5M | Buy |
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|
2014
Q4 | $12.7M | Buy |
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|
2014
Q3 | $9.79M | Sell |
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|
2014
Q2 | $19.1M | Buy |
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|
2014
Q1 | $14.8M | Buy |
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|
2013
Q4 | $5.86M | Buy |
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|
2013
Q3 | $4.79M | Buy |
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|
2013
Q2 | $80K | Buy |
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