OneDigital 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 | $1.33M | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $886K | Buy |
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|
2022
Q2 | $644K | Sell |
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|
2022
Q1 | $912K | Buy |
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|
2021
Q4 | $913K | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $983K | Sell |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $789K | Buy |
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|
2020
Q3 | $615K | Buy |
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|
2020
Q2 | $591K | Buy |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $545K | Buy |
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|
2019
Q3 | $450K | Buy |
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|
2019
Q2 | $425K | Buy |
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|
2019
Q1 | $140K | Sell |
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|
2018
Q4 | $213K | Buy |
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|
2018
Q3 | $102K | Buy |
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|
2018
Q2 | $98K | Hold |
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|
2018
Q1 | $94K | Sell |
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|
2017
Q4 | $117K | Buy |
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|
2017
Q3 | $111K | Sell |
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|
2017
Q2 | $167K | Buy |
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