U.S. Capital Wealth 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
Q3 | $819K | Sell |
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|
2025
Q2 | $984K | Buy |
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|
2025
Q1 | $947K | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $812K | Sell |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $987K | Sell |
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|
2023
Q4 | $980K | Sell |
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|
2023
Q3 | $882K | Sell |
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|
2023
Q2 | $971K | Buy |
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|
2023
Q1 | $919K | Buy |
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|
2022
Q4 | $900K | Sell |
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|
2022
Q3 | $812K | Sell |
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|
2022
Q2 | $862K | Hold |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.04M | Buy |
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