Burke & Herbert Bank & Trust’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 | $430K | Hold |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $430K | Sell |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $403K | Hold |
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $477K | Hold |
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|
2021
Q4 | $482K | Sell |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $489K | Hold |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $416K | Sell |
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|
2020
Q3 | $338K | Sell |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $285K | Buy |
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|
2019
Q4 | $441K | Sell |
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|
2019
Q3 | $414K | Buy |
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|
2019
Q2 | $403K | Sell |
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|
2019
Q1 | $405K | Sell |
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|
2018
Q4 | $358K | Hold |
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|
2018
Q3 | $432K | Sell |
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|
2018
Q2 | $430K | Buy |
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|
2018
Q1 | $358K | Hold |
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|
2017
Q4 | $370K | Sell |
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|
2017
Q3 | $386K | Buy |
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|
2017
Q2 | $373K | Sell |
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|
2017
Q1 | $494K | Sell |
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|
2016
Q4 | $499K | Sell |
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|
2016
Q3 | $461K | Sell |
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|
2016
Q2 | $497K | Buy |
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