Loring Wolcott & Coolidge Fiduciary 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
Q3 | $231K | Hold |
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|
2025
Q2 | $219K | Hold |
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|
2025
Q1 | $200K | Sell |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $443K | Hold |
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|
2021
Q3 | $412K | Hold |
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|
2021
Q2 | $421K | Hold |
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|
2021
Q1 | $408K | Sell |
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|
2020
Q4 | $506K | Buy |
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