Narwhal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $898K | Hold |
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|
2025
Q2 | $856K | Hold |
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|
2025
Q1 | $829K | Hold |
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|
2024
Q4 | $865K | Hold |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $786K | Hold |
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|
2024
Q1 | $819K | Hold |
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|
2023
Q4 | $790K | Hold |
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|
2023
Q3 | $699K | Hold |
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|
2023
Q2 | $742K | Buy |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $204K | Hold |
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|
2019
Q2 | $203K | Hold |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $209K | Hold |
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|
2018
Q2 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $200K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $238K | Hold |
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|
2013
Q2 | $223K | Buy |
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