Kestra Private Wealth 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
Q2 | $525K | Sell |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $614K | Buy |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $234K | Sell |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $374K | Buy |
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|
2021
Q3 | $329K | Sell |
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|
2021
Q2 | $345K | Sell |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $295K | Buy |
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