Connecticut 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
Q3 | $723K | Sell |
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|
2025
Q2 | $736K | Hold |
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|
2025
Q1 | $713K | Sell |
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|
2024
Q4 | $824K | Sell |
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|
2024
Q3 | $861K | Sell |
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|
2024
Q2 | $845K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $612K | Sell |
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|
2022
Q4 | $664K | Hold |
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|
2022
Q3 | $593K | Sell |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $749K | Sell |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $739K | Buy |
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|
2021
Q2 | $719K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $580K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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