Geneva 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $288K | Hold |
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|
2017
Q1 | $288K | Hold |
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|
2016
Q4 | $281K | Sell |
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|
2016
Q3 | $271K | Sell |
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|
2016
Q2 | $267K | Sell |
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|
2016
Q1 | $278K | Hold |
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|
2015
Q4 | $262K | Buy |
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|
2015
Q3 | $240K | Buy |
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|
2015
Q2 | $259K | Hold |
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|
2015
Q1 | $263K | Sell |
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|
2014
Q4 | $258K | Sell |
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|
2014
Q3 | $276K | Buy |
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|
2014
Q2 | $225K | Hold |
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|
2014
Q1 | $214K | Buy |
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