HBK Sorce Advisory’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 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $267K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $916K | Sell |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.62M | Sell |
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|
2019
Q1 | $1.74M | Buy |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $1.8M | Buy |
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|
2018
Q2 | $1.69M | Buy |
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|
2018
Q1 | $1.55M | Sell |
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|
2017
Q4 | $1.64M | Buy |
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|
2017
Q3 | $1.56M | Buy |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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