BOK Financial Private Wealth’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 | $79.1K | Hold |
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|
2025
Q2 | $75.4K | Hold |
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|
2025
Q1 | $73K | Sell |
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|
2024
Q4 | $102K | Hold |
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|
2024
Q3 | $101K | Hold |
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|
2024
Q2 | $92.3K | Hold |
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|
2024
Q1 | $96.2K | Hold |
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|
2023
Q4 | $92.7K | Sell |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $107K | Sell |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $163K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $553K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $238K | Hold |
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|
2016
Q3 | $218K | Buy |
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