Caldwell 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
Q3 | $1.9M | Hold |
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|
2025
Q2 | $1.81M | Sell |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $1.94M | Hold |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.79M | Hold |
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|
2024
Q1 | $1.86M | Hold |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.74M | Hold |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.05M | Hold |
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|
2021
Q3 | $1.91M | Hold |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $1.91M | Hold |
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|
2020
Q4 | $1.62M | Hold |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.74M | Buy |
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