Geneos Wealth Management’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 | $169K | Hold |
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|
2025
Q2 | $161K | Sell |
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|
2025
Q1 | $169K | Buy |
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|
2024
Q4 | $75.6K | Sell |
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|
2024
Q3 | $112K | Buy |
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|
2024
Q2 | $92.4K | Hold |
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|
2024
Q1 | $96.3K | Sell |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $78.6K | Hold |
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|
2023
Q2 | $83.5K | Buy |
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|
2023
Q1 | $78.8K | Buy |
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|
2022
Q4 | $34K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $137K | Sell |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $2.32M | Buy |
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|
2021
Q1 | $2.31M | Sell |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $35K | Sell |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $51K | Hold |
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|
2018
Q4 | $45K | Sell |
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|
2018
Q3 | $88K | Buy |
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|
2018
Q2 | $69K | Sell |
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|
2018
Q1 | $76K | Hold |
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|
2017
Q4 | $79K | Buy |
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|
2017
Q3 | $72K | Hold |
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|
2017
Q2 | $70K | Sell |
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|
2017
Q1 | $85K | Sell |
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|
2016
Q4 | $98K | Sell |
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|
2016
Q3 | $94K | Sell |
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|
2016
Q2 | $693K | Sell |
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|
2016
Q1 | $734K | Buy |
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