Rikoon Group’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
2021
Q1
$616K Hold
2020
Q4
$522K Buy
2020
Q3
$407K Sell
2020
Q2
$413K Sell
2020
Q1
$354K Hold
2019
Q4
$550K Buy
2019
Q3
$513K Hold
2019
Q2
$512K Buy
2019
Q1
$503K Buy
2018
Q4
$442K Buy
2018
Q3
$531K Buy
2018
Q2
$516K Buy
2018
Q1
$478K Sell
2017
Q4
$563K Sell
2017
Q3
$542K Buy
2017
Q2
$526K Hold
2017
Q1
$525K Buy
2016
Q4
$530K Buy
2016
Q3
$468K Buy