Carnegie Investment Counsel’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 | $303K | Hold |
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|
2025
Q2 | $289K | Hold |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $228K | Hold |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $210K | Buy |
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