Soltis Investment 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 | $2.93M | Buy |
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|
2025
Q1 | $2.63M | Buy |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $3.84M | Buy |
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|
2024
Q2 | $3.38M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $3.06M | Sell |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $2.84M | Sell |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $3.6M | Buy |
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|
2022
Q2 | $3.77M | Sell |
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|
2022
Q1 | $5.54M | Buy |
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|
2021
Q4 | $5.36M | Sell |
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|
2021
Q3 | $6.58M | Buy |
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|
2021
Q2 | $6.09M | Buy |
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|
2021
Q1 | $4.67M | Buy |
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|
2020
Q4 | $634K | Buy |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $399K | Buy |
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