ClientFirst 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
$279K Hold
2025
Q1
$270K Hold
2024
Q4
$282K Buy
2023
Q3
$223K Hold
2023
Q2
$247K Hold
2023
Q1
$229K Hold
2022
Q4
$228K Hold
2022
Q3
$235K Hold
2022
Q2
$213K Hold
2022
Q1
$248K Hold
2021
Q4
$249K Buy