Oakworth Capital’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 | $154K | Hold |
|
|||||
|
2025
Q1 | $149K | Hold |
|
|||||
|
2024
Q4 | $156K | Hold |
|
|||||
|
2024
Q3 | $154K | Buy |
|
|||||
|
2024
Q2 | $61K | Hold |
|
|||||
|
2024
Q1 | $63.6K | Sell |
|
|||||
|
2023
Q4 | $61.5K | Hold |
|
|||||
|
2023
Q3 | $54.4K | Buy |
|
|||||
|
2023
Q2 | $32.1K | Sell |
|
|||||
|
2023
Q1 | $34.4K | Sell |
|
|||||
|
2022
Q4 | $36.8K | Hold |
|
|||||
|
2022
Q3 | $33K | Hold |
|
|||||
|
2022
Q2 | $34K | Hold |
|
|||||
|
2022
Q1 | $40K | Hold |
|
|||||
|
2021
Q4 | $40K | Hold |
|
|||||
|
2021
Q3 | $38K | Hold |
|
|||||
|
2021
Q2 | $38K | Hold |
|
|||||
|
2021
Q1 | $37K | Buy |
|
|||||
|
2020
Q4 | $30K | Sell |
|
|||||
|
2020
Q3 | $61K | Hold |
|
|||||
|
2020
Q2 | $61K | Hold |
|
|||||
|
2020
Q1 | $50K | Hold |
|
|||||
|
2019
Q4 | $77K | Hold |
|
|||||
|
2019
Q3 | $73K | Hold |
|
|||||
|
2019
Q2 | $73K | Buy |
|
|||||
|
2019
Q1 | $57K | Hold |
|
|||||
|
2018
Q4 | $50K | Sell |
|
|||||
|
2018
Q3 | $76K | Sell |
|
|||||
|
2018
Q2 | $77K | Buy |
|
|||||
|
2018
Q1 | $71K | Hold |
|
|||||
|
2017
Q4 | $73K | Sell |
|
|||||
|
2017
Q3 | $86K | Sell |
|
|||||
|
2017
Q2 | $99K | Buy |
|
|||||
|
2017
Q1 | $95K | Buy |
|
|||||
|
2016
Q4 | $63K | Hold |
|
|||||
|
2016
Q3 | $59K | Hold |
|
|||||
|
2016
Q2 | $57K | Buy |
|