Kestra Advisory Services’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 | $12.3M | Sell |
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|
2025
Q2 | $11.9M | Sell |
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|
2025
Q1 | $12.2M | Sell |
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|
2024
Q4 | $13.4M | Buy |
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|
2024
Q3 | $13M | Sell |
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|
2024
Q2 | $12M | Buy |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $8.19M | Buy |
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|
2023
Q2 | $7.65M | Sell |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $8.24M | Buy |
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|
2022
Q2 | $8.03M | Sell |
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|
2022
Q1 | $11.6M | Buy |
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|
2021
Q4 | $9.48M | Buy |
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|
2021
Q3 | $6.19M | Sell |
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|
2021
Q2 | $9.02M | Sell |
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|
2021
Q1 | $8.88M | Buy |
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|
2020
Q4 | $4.72M | Buy |
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|
2020
Q3 | $1.79M | Buy |
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