Center for Financial Planning’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 | $81.6K | Hold |
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|
2025
Q1 | $79K | Hold |
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|
2024
Q4 | $82.5K | Hold |
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|
2024
Q3 | $81.6K | Hold |
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|
2024
Q2 | $74.9K | Hold |
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|
2024
Q1 | $78.1K | Hold |
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|
2023
Q4 | $75.3K | Hold |
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|
2023
Q3 | $66.6K | Hold |
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|
2023
Q2 | $70.7K | Hold |
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|
2023
Q1 | $67.8K | Hold |
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|
2022
Q4 | $66.5K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $62K | Hold |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $70K | Sell |
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|
2021
Q1 | $69K | Buy |
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|
2020
Q4 | $57K | Sell |
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|
2020
Q3 | $51K | Hold |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $41K | Hold |
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|
2019
Q4 | $64K | Buy |
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