Confluence Wealth Services’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 | $306K | Hold |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $293K | Hold |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $123K | Buy |
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