Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $899K | Hold |
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|
2023
Q2 | $949K | Hold |
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|
2023
Q1 | $882K | Buy |
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|
2022
Q4 | $892K | Hold |
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|
2022
Q3 | $797K | Sell |
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|
2022
Q2 | $844K | Buy |
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|
2022
Q1 | $794K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $853K | Buy |
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|
2020
Q3 | $667K | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.8M | Buy |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $771K | Sell |
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|
2018
Q4 | $760K | Buy |
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