Milestone Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.6K | Hold |
669
| – | – | 0.02% | 97 |
|
|
2025
Q1 | $80.1K | Hold |
669
| – | – | 0.02% | 98 |
|
|
2024
Q4 | $83.6K | Hold |
669
| – | – | 0.02% | 97 |
|
|
2024
Q3 | $82.7K | Hold |
669
| – | – | 0.02% | 97 |
|
|
2024
Q2 | $75.9K | Hold |
669
| – | – | 0.02% | 97 |
|
|
2024
Q1 | $79.1K | Hold |
669
| – | – | 0.02% | 94 |
|
|
2023
Q4 | $76.3K | Hold |
669
| – | – | 0.02% | 88 |
|
|
2023
Q3 | $67.5K | Hold |
669
| – | – | 0.02% | 171 |
|
|
2023
Q2 | $71.6K | Hold |
669
| – | – | 0.02% | 81 |
|
|
2023
Q1 | $68.7K | Hold |
669
| – | – | 0.02% | 176 |
|
|
2022
Q4 | $67.4K | Buy |
+669
| New | +$67.4K | 0.02% | 78 |
|