Milestone Investment 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
Q2 | $82.6K | Hold |
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|
2025
Q1 | $80.1K | Hold |
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|
2024
Q4 | $83.6K | Hold |
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|
2024
Q3 | $82.7K | Hold |
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|
2024
Q2 | $75.9K | Hold |
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|
2024
Q1 | $79.1K | Hold |
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|
2023
Q4 | $76.3K | Hold |
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|
2023
Q3 | $67.5K | Hold |
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|
2023
Q2 | $71.6K | Hold |
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|
2023
Q1 | $68.7K | Hold |
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|
2022
Q4 | $67.4K | Buy |
|