LBA 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
Q1
$521K Sell
2016
Q4
$779K Buy
2016
Q3
$710K Buy
2016
Q2
$655K Buy
2016
Q1
$633K Hold
2015
Q4
$598K Buy
2015
Q3
$537K Sell
2015
Q2
$626K Buy
2015
Q1
$632K Buy
2014
Q4
$530K Buy
2014
Q3
$481K Buy
2014
Q2
$463K Hold
2014
Q1
$440K Sell
2013
Q4
$454K Buy