Albion Financial Group’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
$101K Hold
2025
Q2
$95.8K Hold
2025
Q1
$92.8K Hold
2024
Q4
$96.8K Hold
2024
Q3
$95.8K Hold
2024
Q2
$87.9K Sell
2024
Q1
$106K Hold
2023
Q4
$103K Hold
2023
Q3
$90.8K Hold
2023
Q2
$96.4K Hold
2023
Q1
$92.5K Hold
2022
Q4
$90.7K Hold
2022
Q3
$81K Hold
2022
Q2
$85K Hold
2022
Q1
$99K Hold
2021
Q4
$100K Sell
2021
Q3
$103K Hold
2021
Q2
$105K Buy
2020
Q4
$86K Buy