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
2025
Q3
$376K Hold
2025
Q2
$358K Sell
2025
Q1
$711K Hold
2024
Q4
$742K Hold
2024
Q3
$734K Buy
2024
Q1
$779K Buy
2023
Q4
$531K Hold
2023
Q3
$470K Buy
2022
Q4
$336K Buy