Sowell Financial Services’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 | $1.72M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.85M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.73M | Sell |
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|
2021
Q1 | $2.15M | Buy |
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|
2020
Q4 | $88K | Sell |
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|
2020
Q3 | $113K | Hold |
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|
2020
Q2 | $111K | Sell |
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|
2020
Q1 | $140K | Sell |
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|
2019
Q4 | $281K | Buy |
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|
2019
Q3 | $210K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $231K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $383K | Buy |
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