Cambridge 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
Q3 | $668K | Sell |
|
|||||
|
2025
Q2 | $640K | Hold |
|
|||||
|
2025
Q1 | $620K | Hold |
|
|||||
|
2024
Q4 | $647K | Hold |
|
|||||
|
2024
Q3 | $640K | Hold |
|
|||||
|
2024
Q2 | $588K | Hold |
|
|||||
|
2024
Q1 | $613K | Hold |
|
|||||
|
2023
Q4 | $591K | Sell |
|
|||||
|
2023
Q3 | $525K | Hold |
|
|||||
|
2023
Q2 | $557K | Sell |
|
|||||
|
2023
Q1 | $538K | Sell |
|
|||||
|
2022
Q4 | $538K | Hold |
|
|||||
|
2022
Q3 | $481K | Hold |
|
|||||
|
2022
Q2 | $504K | Hold |
|
|||||
|
2022
Q1 | $586K | Hold |
|
|||||
|
2021
Q4 | $591K | Hold |
|
|||||
|
2021
Q3 | $550K | Hold |
|
|||||
|
2021
Q2 | $563K | Hold |
|
|||||
|
2021
Q1 | $545K | Sell |
|
|||||
|
2020
Q4 | $461K | Hold |
|
|||||
|
2020
Q3 | $360K | Hold |
|
|||||
|
2020
Q2 | $355K | Sell |
|
|||||
|
2020
Q1 | $396K | Hold |
|
|||||
|
2019
Q4 | $616K | Sell |
|
|||||
|
2019
Q3 | $578K | Hold |
|
|||||
|
2019
Q2 | $576K | Hold |
|
|||||
|
2019
Q1 | $567K | Hold |
|
|||||
|
2018
Q4 | $500K | Hold |
|
|||||
|
2018
Q3 | $604K | Sell |
|
|||||
|
2018
Q2 | $586K | Hold |
|
|||||
|
2018
Q1 | $559K | Hold |
|
|||||
|
2017
Q4 | $579K | Hold |
|
|||||
|
2017
Q3 | $553K | Hold |
|
|||||
|
2017
Q2 | $538K | Hold |
|
|||||
|
2017
Q1 | $537K | Buy |
|
|||||
|
2016
Q4 | $476K | Buy |
|
|||||
|
2016
Q3 | $421K | Sell |
|
|||||
|
2016
Q2 | $407K | Hold |
|
|||||
|
2016
Q1 | $394K | Hold |
|
|||||
|
2015
Q4 | $372K | Hold |
|
|||||
|
2015
Q3 | $366K | Sell |
|
|||||
|
2015
Q2 | $417K | Sell |
|
|||||
|
2015
Q1 | $420K | Buy |
|
|||||
|
2014
Q4 | $347K | Buy |
|