Jacobus Wealth Management’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
2017
Q3
$309K Hold
2017
Q2
$301K Buy
2017
Q1
$250K Sell
2016
Q4
$454K Hold
2016
Q3
$416K Hold
2016
Q2
$400K Hold
2016
Q1
$388K Hold
2015
Q4
$366K Hold
2015
Q3
$360K Hold
2015
Q2
$403K Hold
2015
Q1
$409K Hold
2014
Q4
$399K Hold
2014
Q3
$376K Hold
2014
Q2
$397K Hold
2014
Q1
$376K Hold
2013
Q4
$363K Hold
2013
Q3
$338K Hold
2013
Q2
$316K Buy