Choate Investment 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 | – | Sell |
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|
2025
Q2 | $111K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $83.8K | Hold |
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|
2023
Q2 | $88.9K | Hold |
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|
2023
Q1 | $85.3K | Hold |
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|
2022
Q4 | $83.7K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $78K | Sell |
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|
2022
Q1 | $142K | Hold |
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|
2021
Q4 | $143K | Hold |
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|
2021
Q3 | $133K | Sell |
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|
2021
Q2 | $162K | Hold |
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|
2021
Q1 | $157K | Hold |
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|
2020
Q4 | $133K | Hold |
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|
2020
Q3 | $104K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $242K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $201K | Hold |
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|
2017
Q1 | $201K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $98.7K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $97.7K | Hold |
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|
2014
Q1 | $92.7K | Buy |
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