Ellevest Inc’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 | $253K | Buy |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $143K | Hold |
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|
2022
Q4 | $141K | Sell |
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|
2022
Q3 | $129K | Buy |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $149K | Hold |
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|
2021
Q3 | $139K | Hold |
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|
2021
Q2 | $142K | Hold |
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|
2021
Q1 | $138K | Hold |
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|
2020
Q4 | $117K | Hold |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $90K | Buy |
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|
2020
Q1 | $73K | Sell |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $142K | Buy |
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|
2019
Q2 | $106K | Buy |
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