Wealthspire Advisors (New York)’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 | $34.4M | Buy |
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|
2025
Q2 | $32.3M | Sell |
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|
2025
Q1 | $31.7M | Buy |
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|
2024
Q4 | $14.8M | Buy |
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|
2024
Q3 | $14M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $9.35M | Sell |
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|
2023
Q3 | $8.46M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $718K | Buy |
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|
2022
Q2 | $490K | Buy |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $529K | Sell |
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|
2021
Q3 | $505K | Sell |
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|
2021
Q2 | $633K | Sell |
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|
2021
Q1 | $615K | Buy |
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|
2020
Q4 | $520K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $549K | Buy |
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