Heron Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.96M | Sell |
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|
2023
Q1 | $7.99M | Sell |
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|
2022
Q4 | $7.97M | Sell |
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|
2022
Q3 | $7.68M | Buy |
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|
2022
Q2 | $7.34M | Buy |
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|
2022
Q1 | $8.22M | Buy |
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|
2021
Q4 | $7.83M | Buy |
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|
2021
Q3 | $7.47M | Buy |
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|
2021
Q2 | $7.1M | Buy |
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|
2021
Q1 | $6.89M | Buy |
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|
2020
Q4 | $5.3M | Sell |
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|
2020
Q3 | $4.34M | Buy |
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|
2020
Q2 | $3.67M | Buy |
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|
2020
Q1 | $3.2M | Buy |
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|
2019
Q4 | $4.17M | Buy |
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