Sunesis 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
Q1 | $237K | Hold |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $1.45M | Hold |
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|
2022
Q3 | $1.3M | Hold |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.59M | Buy |
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