Sage Mountain 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Sell |
1,338
-717
| -35% | -$88.6K | 0.01% | 413 |
|
|
2025
Q1 | $246K | Hold |
2,055
| – | – | 0.02% | 338 |
|
|
2024
Q4 | $257K | Hold |
2,055
| – | – | 0.02% | 331 |
|
|
2024
Q3 | $254K | Buy |
2,055
+717
| +54% | +$88.6K | 0.02% | 326 |
|
|
2024
Q2 | $152K | Hold |
1,338
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $158K | Hold |
1,338
| – | – | 0.02% | 330 |
|
|
2023
Q4 | $153K | Hold |
1,338
| – | – | 0.02% | 274 |
|
|
2023
Q3 | $135K | Hold |
1,338
| – | – | 0.02% | 273 |
|
|
2023
Q2 | $143K | Hold |
1,338
| – | – | 0.02% | 262 |
|
|
2023
Q1 | $138K | Hold |
1,338
| – | – | 0.02% | 248 |
|
|
2022
Q4 | $135K | Hold |
1,338
| – | – | 0.03% | 180 |
|
|
2022
Q3 | $120K | Hold |
1,338
| – | – | 0.03% | 228 |
|
|
2022
Q2 | $126K | Hold |
1,338
| – | – | 0.02% | 489 |
|
|
2022
Q1 | $147K | Hold |
1,338
| – | – | 0.02% | 503 |
|
|
2021
Q4 | $148K | Hold |
1,338
| – | – | 0.02% | 556 |
|
|
2021
Q3 | $138K | Hold |
1,338
| – | – | 0.02% | 470 |
|
|
2021
Q2 | $141K | Hold |
1,338
| – | – | 0.02% | 424 |
|
|
2021
Q1 | $136K | Hold |
1,338
| – | – | 0.03% | 341 |
|
|
2020
Q4 | $115K | Buy |
+1,338
| New | +$115K | 0.04% | 212 |
|