Stokes Family Office’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 | $2.47M | Sell |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $2.5M | Buy |
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|
2024
Q3 | $2.46M | Sell |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $2.36M | Buy |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.27M | Sell |
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|
2023
Q1 | $2.22M | Sell |
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|
2022
Q4 | $2.48M | Sell |
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|
2022
Q3 | $2.37M | Sell |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $2.93M | Sell |
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|
2021
Q4 | $2.98M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.78M | Buy |
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|
2021
Q1 | $2.22M | Buy |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $2.87M | Sell |
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|
2019
Q4 | $4.58M | Buy |
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