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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $644K | Hold |
515
| – | – | 0.04% | 82 |
|
|
2024
Q3 | $63.7K | Hold |
515
| – | – | 0.04% | 85 |
|
|
2024
Q2 | $58.4K | Hold |
515
| – | – | 0.04% | 84 |
|
|
2024
Q1 | $61K | Hold |
515
| – | – | 0.04% | 78 |
|
|
2023
Q4 | $59K | Hold |
515
| – | – | 0.04% | 73 |
|
|
2023
Q3 | $52K | Hold |
515
| – | – | 0.04% | 81 |
|
|
2023
Q2 | $55K | Hold |
515
| – | – | 0.02% | 150 |
|
|
2023
Q1 | $53K | Hold |
515
| – | – | 0.02% | 156 |
|
|
2022
Q4 | $52K | Hold |
515
| – | – | 0.02% | 141 |
|
|
2022
Q3 | $46K | Hold |
515
| – | – | 0.04% | 74 |
|
|
2022
Q2 | $49 | Hold |
515
| – | – | 0.01% | 79 |
|
|
2022
Q1 | $56K | Buy |
+515
| New | +$56K | 0.04% | 83 |
|