Bromfield Sneider Wealth 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
2024
Q1
$170K Hold
2023
Q4
$164K Hold
2023
Q3
$145K Hold
2023
Q2
$154K Hold
2023
Q1
$148K Hold
2022
Q4
$145K Hold
2022
Q3
$130K Hold
2022
Q2
$136K Hold
2022
Q1
$158K Buy