David J. Yvars 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
2023
Q4
Sell
2023
Q3
$273K Hold
2023
Q2
$288K Hold
2023
Q1
$274K Buy
2022
Q4
$273K Sell
2022
Q3
$304K Sell
2022
Q2
$376K Buy
2022
Q1
$381K Sell
2021
Q4
$583K Sell
2021
Q3
$992K Hold
2021
Q2
$1.01M Buy
2021
Q1
$955K Buy
2020
Q4
$366K Buy