Carolinas Wealth Consulting’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
Sell
2025
Q1
$285K Buy
2024
Q4
$290K Hold
2024
Q3
$287K Sell
2024
Q2
$268K Buy
2024
Q1
$147K Buy
2023
Q4
$798 Buy
2021
Q3
Sell
2021
Q2
$1K Hold
2021
Q1
$1K Hold
2020
Q4
$1K Sell
2020
Q3
$5K Hold
2020
Q2
$5K Buy