Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $548K | Sell |
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|
2020
Q1 | $549K | Buy |
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|
2019
Q4 | $689K | Sell |
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|
2019
Q3 | $679K | Sell |
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|
2019
Q2 | $752K | Buy |
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|
2019
Q1 | $731K | Sell |
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|
2018
Q4 | $959K | Buy |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.11M | Sell |
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|
2017
Q4 | $1.16M | Buy |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $1.26M | Sell |
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|
2016
Q4 | $1.63M | Buy |
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|
2016
Q3 | $1.48M | Buy |
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|
2016
Q2 | $1.13M | Sell |
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|
2016
Q1 | $1.27M | Buy |
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|
2015
Q4 | $1.2M | Buy |
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