Cape Investment Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cape Investment Advisory’s Portfolio IJJ Stock Details IJJ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$378K	Buy
2025 Q1	$305K	Buy
2024 Q4	$17K	Hold
2024 Q3	$16.8K	Hold
2024 Q2	$15.4K	Hold
2024 Q1	$16.1K	Hold
2023 Q4	$15.5K	Hold
2023 Q3	$13.7K	Hold
2023 Q2	$14.6K	Hold
2023 Q1	$14K	Buy