JFS Wealth 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
Q2 | $5.31M | Buy |
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|
2025
Q1 | $5.04M | Buy |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.28M | Buy |
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|
2024
Q2 | $4.81M | Buy |
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|
2024
Q1 | $4.83M | Buy |
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|
2023
Q4 | $3.47M | Buy |
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|
2023
Q3 | $2.29M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $2.03M | Buy |
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $2.76M | Buy |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $2.98M | Sell |
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|
2021
Q4 | $3.11M | Buy |
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|
2021
Q3 | $2.42M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Buy |
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