Cassaday & Co Wealth Management’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 | $12.3M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $9.91M | Sell |
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|
2024
Q1 | $10.4M | Sell |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $7M | Sell |
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|
2023
Q2 | $7.6M | Sell |
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|
2023
Q1 | $7.58M | Sell |
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|
2022
Q4 | $9.54M | Buy |
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