J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $735K | Buy |
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|
2025
Q2 | $692K | Buy |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $547K | Buy |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $330K | Buy |
|