BKM Wealth Management’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
$5.38M Buy
2025
Q2
$5.09M Sell
2025
Q1
$4.94M Sell
2024
Q4
$5.2M Sell
2024
Q3
$5.22M Sell
2024
Q2
$4.86M Buy
2024
Q1
$4.84M Buy
2023
Q4
$4.5M Buy