Panoramic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $384K | Buy |
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|
2025
Q4 | $349K | Sell |
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|
2025
Q3 | $376K | Hold |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $711K | Hold |
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|
2024
Q4 | $742K | Hold |
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|
2024
Q3 | $734K | Buy |
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|
2024
Q1 | $779K | Buy |
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|
2023
Q4 | $531K | Hold |
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|
2023
Q3 | $470K | Buy |
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|
2022
Q4 | $336K | Buy |
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