Dynamic Advisor Solutions’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
Q1 | – | Sell |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $211K | Buy |
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