RE Dickinson 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
2024
Q4
$644K Hold
2024
Q3
$63.7K Hold
2024
Q2
$58.4K Hold
2024
Q1
$61K Hold
2023
Q4
$59K Hold
2023
Q3
$52K Hold
2023
Q2
$55K Hold
2023
Q1
$53K Hold
2022
Q4
$52K Hold
2022
Q3
$46K Hold
2022
Q2
$49 Hold
2022
Q1
$56K Buy