Callan Family Office’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 | $269K | Sell |
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|
2025
Q2 | $398K | Buy |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $342K | Sell |
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|
2023
Q2 | $414K | Hold |
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|
2023
Q1 | $397K | Hold |
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|
2022
Q4 | $389K | Buy |
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