Corient Private Wealth’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 | $14.3M | Sell |
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|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $14.1M | Sell |
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|
2024
Q4 | $15.3M | Sell |
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|
2024
Q3 | $18.2M | Sell |
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|
2024
Q2 | $17.3M | Sell |
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|
2024
Q1 | $19.1M | Buy |
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|
2023
Q4 | $8.19M | Buy |
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|
2023
Q3 | $3.55M | Buy |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $3.27M | Buy |
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|
2022
Q4 | $2.88M | Buy |
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