Jackson Grant Investment Advisers’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 | $185K | Buy |
|
|||||
|
2025
Q2 | $176K | Buy |
|
|||||
|
2025
Q1 | $170K | Buy |
|
|||||
|
2024
Q4 | $176K | Buy |
|
|||||
|
2024
Q3 | $174K | Buy |
|
|||||
|
2024
Q2 | $158K | Buy |
|
|||||
|
2024
Q1 | $164K | Buy |
|
|||||
|
2023
Q4 | $158K | Buy |
|
|||||
|
2023
Q3 | $139K | Buy |
|
|||||
|
2023
Q2 | $147K | Buy |
|
|||||
|
2023
Q1 | $140K | Buy |
|
|||||
|
2022
Q4 | $137K | Buy |
|
|||||
|
2022
Q3 | $122K | Buy |
|
|||||
|
2022
Q2 | $127K | Buy |
|
|||||
|
2022
Q1 | $147K | Buy |
|
|||||
|
2021
Q4 | $148K | Buy |
|
|||||
|
2021
Q3 | $137K | Buy |
|
|||||
|
2021
Q2 | $139K | Buy |
|
|||||
|
2021
Q1 | $134K | Buy |
|
|||||
|
2020
Q4 | $113K | Buy |
|
|||||
|
2020
Q3 | $88K | Buy |
|
|||||
|
2020
Q2 | $86K | Buy |
|
|||||
|
2020
Q1 | $71K | Buy |
|
|||||
|
2019
Q4 | $109K | Buy |
|
|||||
|
2019
Q3 | $102K | Buy |
|
|||||
|
2019
Q2 | $101K | Buy |
|
|||||
|
2019
Q1 | $99K | Buy |
|
|||||
|
2018
Q4 | $87K | Buy |
|
|||||
|
2018
Q3 | $104K | Buy |
|
|||||
|
2018
Q2 | $101K | Hold |
|
|||||
|
2018
Q1 | $96K | Buy |
|
|||||
|
2017
Q4 | $99K | Buy |
|
|||||
|
2017
Q3 | $94K | Buy |
|
|||||
|
2017
Q2 | $91K | Buy |
|
|||||
|
2017
Q1 | $90K | Hold |
|
|||||
|
2016
Q4 | $88K | Buy |
|
|||||
|
2016
Q3 | $80K | Hold |
|
|||||
|
2016
Q2 | $77K | Buy |
|
|||||
|
2016
Q1 | $74K | Buy |
|
|||||
|
2015
Q4 | $70K | Buy |
|