Sequoia Financial 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
Q3 | $4.11M | Buy |
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|
2025
Q2 | $3.91M | Sell |
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|
2025
Q1 | $4.17M | Sell |
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|
2024
Q4 | $6.24M | Buy |
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|
2024
Q3 | $4.18M | Buy |
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|
2024
Q2 | $1.96M | Buy |
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $768K | Buy |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $599K | Hold |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $563K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $523K | Hold |
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|
2022
Q1 | $608K | Hold |
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|
2021
Q4 | $613K | Buy |
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