Elevation Wealth Partners’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 | $39.4K | Hold |
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|
2025
Q2 | $37.6K | Hold |
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2025
Q1 | $36.4K | Hold |
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|
2024
Q4 | $38K | Hold |
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|
2024
Q3 | $37.6K | Hold |
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|
2024
Q2 | $34.5K | Hold |
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|
2024
Q1 | $36K | Hold |
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|
2023
Q4 | $30.7K | Hold |
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|
2023
Q3 | $30.7K | Hold |
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|
2023
Q2 | $32.6K | Hold |
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|
2023
Q1 | $31.2K | Buy |
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