Valeo Financial 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
Q2 | $242K | Buy |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $215K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $498K | Sell |
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|
2022
Q1 | $589K | Hold |
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|
2021
Q4 | $595K | Hold |
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|
2021
Q3 | $554K | Buy |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $71K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $55K | Sell |
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|
2020
Q1 | $56K | Sell |
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|
2019
Q4 | $93K | Buy |
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|
2019
Q3 | $81K | Sell |
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|
2019
Q2 | $84K | Hold |
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|
2019
Q1 | $83K | Buy |
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|
2018
Q4 | $66K | Buy |
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|
2018
Q3 | $51K | Buy |
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|
2018
Q2 | $41K | Sell |
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|
2018
Q1 | $41K | Sell |
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|
2017
Q4 | $71K | Sell |
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|
2017
Q3 | $124K | Buy |
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