Clifford Swan 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 | $566K | Hold |
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|
2025
Q2 | $539K | Hold |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $559K | Sell |
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|
2024
Q3 | $567K | Hold |
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|
2024
Q2 | $520K | Hold |
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|
2024
Q1 | $543K | Hold |
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|
2023
Q4 | $523K | Hold |
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|
2023
Q3 | $463K | Hold |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $464K | Hold |
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|
2022
Q3 | $414K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $284K | Sell |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $315K | Hold |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $261K | Hold |
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|
2020
Q3 | $204K | Hold |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Hold |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $241K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $394K | Buy |
|