Consolidated Planning Corp’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 | $232K | Hold |
|
|||||
|
2025
Q1 | $225K | Hold |
|
|||||
|
2024
Q4 | $235K | Sell |
|
|||||
|
2024
Q3 | $258K | Hold |
|
|||||
|
2024
Q2 | $237K | Hold |
|
|||||
|
2024
Q1 | $247K | Hold |
|
|||||
|
2023
Q4 | $238K | Hold |
|
|||||
|
2023
Q3 | $211K | Hold |
|
|||||
|
2023
Q2 | $224K | Hold |
|
|||||
|
2023
Q1 | $215K | Hold |
|
|||||
|
2022
Q4 | $211K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $229K | Hold |
|
|||||
|
2021
Q4 | $231K | Hold |
|
|||||
|
2021
Q3 | $215K | Hold |
|
|||||
|
2021
Q2 | $220K | Hold |
|
|||||
|
2021
Q1 | $213K | Buy |
|