Concord Wealth Partners’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 | $129K | Buy |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $129K | Buy |
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|
2024
Q3 | $127K | Buy |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $121K | Buy |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $108K | Buy |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $115K | Buy |
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|
2022
Q1 | $133K | Sell |
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|
2021
Q4 | $148K | Buy |
|