Independent Advisor Alliance’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 | $214K | Hold |
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|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $389K | Hold |
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|
2023
Q4 | $375K | Hold |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.66M | Buy |
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