Elwood & Goetz Wealth Advisory Group’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 | $792K | Hold |
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|
2025
Q2 | $755K | Hold |
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|
2025
Q1 | $731K | Hold |
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|
2024
Q4 | $763K | Hold |
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|
2024
Q3 | $755K | Buy |
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|
2024
Q2 | $690K | Hold |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $691K | Buy |
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|
2023
Q3 | $604K | Hold |
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|
2023
Q2 | $641K | Hold |
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|
2023
Q1 | $615K | Sell |
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|
2022
Q4 | $611K | Sell |
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|
2022
Q3 | $549K | Hold |
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|
2022
Q2 | $576K | Hold |
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|
2022
Q1 | $669K | Hold |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $624K | Hold |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $651K | Hold |
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|
2020
Q4 | $551K | Hold |
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|
2020
Q3 | $430K | Hold |
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|
2020
Q2 | $424K | Buy |
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