Cornerstone Wealth Management’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
Q2 | $420K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $470K | Hold |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $641K | Sell |
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|
2023
Q4 | $635K | Buy |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $599K | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $430K | Buy |
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|
2020
Q4 | $349K | Sell |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $460K | Sell |
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|
2019
Q3 | $474K | Buy |
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|
2019
Q2 | $465K | Sell |
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|
2019
Q1 | $642K | Buy |
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|
2018
Q4 | $346K | Sell |
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|
2018
Q3 | $2.13M | Sell |
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|
2018
Q2 | $2.31M | Buy |
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|
2018
Q1 | $360K | Sell |
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|
2017
Q4 | $425K | Buy |
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|
2017
Q3 | $328K | Buy |
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|
2017
Q2 | $273K | Hold |
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|
2017
Q1 | $267K | Sell |
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|
2016
Q4 | $278K | Sell |
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|
2016
Q3 | $249K | Buy |
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|
2016
Q1 | $432K | Buy |
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