Great Valley Advisor Group’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 | $643K | Sell |
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|
2025
Q1 | $690K | Buy |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $480K | Buy |
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|
2023
Q3 | $424K | Hold |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $577K | Buy |
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|
2021
Q2 | $567K | Buy |
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|
2021
Q1 | $500K | Buy |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $268K | Sell |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $456K | Buy |
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|
2019
Q3 | $426K | Hold |
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|
2019
Q2 | $425K | Hold |
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|
2019
Q1 | $418K | Buy |
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