EPG 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
Q2 | $586K | Buy |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $420K | Hold |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $547K | Buy |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $536K | Sell |
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|
2020
Q3 | $443K | Sell |
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|
2020
Q2 | $551K | Sell |
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|
2020
Q1 | $1.13M | Sell |
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|
2019
Q4 | $1.78M | Buy |
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