Crestwood Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $550K | Buy |
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|
2025
Q4 | $469K | Sell |
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|
2025
Q3 | $620K | Sell |
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|
2025
Q2 | $672K | Buy |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $532K | Buy |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $329K | Buy |
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