Dumont & Blake Investment Advisors’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 | $2.38M | Buy |
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|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $4.22M | Buy |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $1.99M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $2.73M | Sell |
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|
2019
Q4 | $4.37M | Buy |
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|
2019
Q3 | $4.01M | Buy |
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|
2019
Q2 | $3.74M | Buy |
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|
2019
Q1 | $3.56M | Sell |
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|
2018
Q4 | $3.16M | Sell |
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|
2018
Q3 | $4.41M | Buy |
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|
2018
Q2 | $3.97M | Buy |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $1.35M | Buy |
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|
2017
Q3 | $1.28M | Buy |
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|
2017
Q2 | $1.24M | Sell |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $1.09M | Sell |
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|
2016
Q2 | $1.06M | Buy |
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|
2016
Q1 | $991K | Sell |
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|
2015
Q4 | $948K | Buy |
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|
2015
Q3 | $885K | Sell |
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|
2015
Q2 | $1.01M | Sell |
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|
2015
Q1 | $1.86M | Buy |
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|
2014
Q4 | $1.72M | Buy |
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|
2014
Q3 | $1.59M | Buy |
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|
2014
Q2 | $1.65M | Buy |
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|
2014
Q1 | $1.53M | Buy |
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|
2013
Q4 | $1.35M | Sell |
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|
2013
Q3 | $1.51M | Buy |
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|
2013
Q2 | $1.41M | Buy |
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