Wellspring 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 | $1.21M | Sell |
|
|||||
|
2025
Q1 | $1.43M | Hold |
|
|||||
|
2024
Q4 | $1.49M | Sell |
|
|||||
|
2024
Q3 | $1.8M | Buy |
|
|||||
|
2024
Q2 | $1.35M | Hold |
|
|||||
|
2024
Q1 | $1.41M | Hold |
|
|||||
|
2023
Q4 | $1.36M | Hold |
|
|||||
|
2023
Q3 | $1.2M | Hold |
|
|||||
|
2023
Q2 | $1.28M | Sell |
|
|||||
|
2023
Q1 | $1.24M | Hold |
|
|||||
|
2022
Q4 | $1.21M | Hold |
|
|||||
|
2022
Q3 | $1.08M | Hold |
|
|||||
|
2022
Q2 | $1.14M | Hold |
|
|||||
|
2022
Q1 | $1.32M | Hold |
|
|||||
|
2021
Q4 | $1.33M | Hold |
|
|||||
|
2021
Q3 | $1.24M | Hold |
|
|||||
|
2021
Q2 | $1.27M | Buy |
|
|||||
|
2021
Q1 | $934K | Sell |
|
|||||
|
2020
Q4 | $1.04M | Sell |
|
|||||
|
2020
Q3 | $1.11M | Sell |
|
|||||
|
2020
Q2 | $1.1M | Sell |
|
|||||
|
2020
Q1 | $934K | Buy |
|