Simon Quick 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 | $1.35M | Sell |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.34M | Hold |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.21M | Hold |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $46K | Sell |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $8K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $7K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $59K | Hold |
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|
2017
Q2 | $58K | Hold |
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|
2017
Q1 | $58K | Buy |
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