Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $25.8M | Buy |
|
|||||
|
2023
Q2 | $27.2M | Sell |
|
|||||
|
2023
Q1 | $26.1M | Buy |
|
|||||
|
2022
Q4 | $409K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $23K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $1.16M | Buy |
|
|||||
|
2019
Q1 | $943K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $305K | Hold |
|
|||||
|
2017
Q1 | $304K | Hold |
|
|||||
|
2016
Q4 | $298K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $6K | Hold |
|
|||||
|
2013
Q4 | $6K | Hold |
|
|||||
|
2013
Q3 | $5K | Hold |
|
|||||
|
2013
Q2 | $5K | Buy |
|