Robertson Stephens Wealth Management’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
Q2 | $678K | Buy |
|
|||||
|
2025
Q1 | $657K | Hold |
|
|||||
|
2024
Q4 | $685K | Buy |
|
|||||
|
2024
Q3 | $678K | Buy |
|
|||||
|
2024
Q2 | $227K | Sell |
|
|||||
|
2024
Q1 | $240K | Sell |
|
|||||
|
2023
Q4 | $625K | Sell |
|
|||||
|
2023
Q3 | $614K | Sell |
|
|||||
|
2023
Q2 | $678K | Sell |
|
|||||
|
2023
Q1 | $3.33M | Buy |
|
|||||
|
2022
Q4 | $3.24M | Sell |
|
|||||
|
2022
Q3 | $3M | Sell |
|
|||||
|
2022
Q2 | $4.73M | Buy |
|
|||||
|
2022
Q1 | $1.64M | Sell |
|
|||||
|
2021
Q4 | $1.7M | Buy |
|
|||||
|
2021
Q3 | $1.02M | Buy |
|
|||||
|
2021
Q2 | $681K | Sell |
|
|||||
|
2021
Q1 | $715K | Buy |
|
|||||
|
2020
Q4 | $429K | Buy |
|