Laurel Wealth Advisors (North Carolina)’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 | $1.45M | Buy |
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|
2025
Q1 | $174K | Hold |
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|
2024
Q4 | $182K | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | $79.6K | Sell |
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|
2024
Q1 | $120K | Hold |
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|
2023
Q4 | $116K | Hold |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $109K | Sell |
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|
2023
Q1 | $166K | Buy |
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|
2022
Q4 | $131K | Sell |
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|
2022
Q3 | $171K | Hold |
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|
2022
Q2 | $180K | Hold |
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|
2022
Q1 | $209K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $320K | Hold |
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|
2019
Q4 | $498K | Hold |
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|
2019
Q3 | $467K | Sell |
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|
2019
Q2 | $521K | Buy |
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|
2019
Q1 | $458K | Hold |
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|
2018
Q4 | $404K | Buy |
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