Sage Mountain 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Sell |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $158K | Hold |
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|
2023
Q4 | $153K | Hold |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $143K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $135K | Hold |
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|
2022
Q3 | $120K | Hold |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $147K | Hold |
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|
2021
Q4 | $148K | Hold |
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|
2021
Q3 | $138K | Hold |
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|
2021
Q2 | $141K | Hold |
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|
2021
Q1 | $136K | Hold |
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|
2020
Q4 | $115K | Buy |
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