Clearstead 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 | $1.74M | Buy |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $494K | Buy |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $503K | Buy |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $465K | Buy |
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|
2021
Q1 | $449K | Buy |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $303K | Buy |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $369K | Buy |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $395K | Buy |
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|
2019
Q1 | $387K | Buy |
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|
2018
Q4 | $341K | Buy |
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|
2018
Q3 | $410K | Buy |
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|
2018
Q2 | $396K | Hold |
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|
2018
Q1 | $377K | Buy |
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|
2017
Q4 | $390K | Buy |
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|
2017
Q3 | $371K | Buy |
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|
2017
Q2 | $360K | Buy |
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|
2017
Q1 | $359K | Buy |
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|
2016
Q4 | $350K | Buy |
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