EP Wealth Advisors’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 | $1.58M | Buy |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $760K | Sell |
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|
2023
Q4 | $849K | Buy |
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|
2023
Q3 | $660K | Buy |
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|
2023
Q2 | $712K | Sell |
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|
2023
Q1 | $19.1M | Buy |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $686K | Buy |
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