LWS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $819K | Buy |
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|
2023
Q3 | $717K | Sell |
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|
2023
Q2 | $780K | Buy |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $808K | Sell |
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|
2022
Q3 | $738K | Sell |
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|
2022
Q2 | $781K | Sell |
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|
2022
Q1 | $911K | Sell |
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|
2021
Q4 | $945K | Buy |
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|
2021
Q3 | $877K | Buy |
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|
2021
Q2 | $890K | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $2.5M | Buy |
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