SOA Wealth 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 | $1.67M | Sell |
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|
2025
Q2 | $1.7M | Sell |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $1.73M | Sell |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.48M | Buy |
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