NWAM LLC’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 | $392K | Hold |
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|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $991K | Buy |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $985K | Buy |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $927K | Hold |
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|
2022
Q3 | $827K | Sell |
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|
2022
Q2 | $876K | Buy |
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|
2022
Q1 | $813K | Buy |
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|
2021
Q4 | $819K | Buy |
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|
2021
Q3 | $750K | Buy |
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|
2021
Q2 | $767K | Hold |
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|
2021
Q1 | $742K | Sell |
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|
2020
Q4 | $677K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $657K | Sell |
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|
2020
Q1 | $578 | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $967K | Buy |
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|
2018
Q4 | $838K | Buy |
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|
2018
Q3 | $943K | Hold |
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|
2018
Q2 | $913K | Sell |
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|
2018
Q1 | $978K | Buy |
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|
2017
Q4 | $936K | Hold |
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|
2017
Q3 | $893K | Buy |
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|
2017
Q2 | $797K | Buy |
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|
2017
Q1 | $375K | Hold |
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|
2016
Q4 | $367K | Hold |
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|
2016
Q3 | $336K | Buy |
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|
2016
Q2 | $319K | Buy |
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