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