Colonial Trust Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7K | Hold |
289
| – | – | ﹤0.01% | 380 |
|
|
2025
Q1 | $34.6K | Hold |
289
| – | – | ﹤0.01% | 371 |
|
|
2024
Q4 | $36.1K | Hold |
289
| – | – | ﹤0.01% | 352 |
|
|
2024
Q3 | $35.7K | Hold |
289
| – | – | ﹤0.01% | 370 |
|
|
2024
Q2 | $32.8K | Hold |
289
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $34.2K | Hold |
289
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $33K | Hold |
289
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $29.2K | Hold |
289
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $31K | Hold |
289
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $29.7K | Hold |
289
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $29.1K | Buy |
+289
| New | +$29.1K | ﹤0.01% | 393 |
|