Aspiriant LLC’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 | $516K | Sell |
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|
2025
Q2 | $515K | Sell |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $611K | Hold |
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|
2023
Q4 | $589K | Hold |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $511K | Hold |
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|
2022
Q4 | $502K | Hold |
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|
2022
Q3 | $449K | Hold |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $396K | Buy |
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