FineMark National Bank & Trust’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
Q2 | – | Sell |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $200K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $302K | Buy |
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|
2017
Q1 | $300K | Sell |
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|
2016
Q4 | $298K | Buy |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $254K | Hold |
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|
2016
Q1 | $246K | Buy |
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|
2015
Q4 | $203K | Hold |
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|
2015
Q3 | $200K | Hold |
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|
2015
Q2 | $223K | Hold |
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|
2015
Q1 | $227K | Hold |
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|
2014
Q4 | $221K | Buy |
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|
2014
Q3 | $187K | Hold |
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|
2014
Q2 | $197K | Hold |
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|
2014
Q1 | $187K | Sell |
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|
2013
Q4 | $1.1M | Buy |
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|
2013
Q3 | $168K | Buy |
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|
2013
Q2 | $126K | Buy |
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