ERTS 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 | – | Sell |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $612K | Hold |
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|
2024
Q2 | $562K | Hold |
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|
2024
Q1 | $586K | Sell |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $603K | Sell |
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|
2023
Q2 | $685K | Hold |
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|
2023
Q1 | $657K | Sell |
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|
2022
Q4 | $662K | Buy |
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|
2022
Q3 | $399K | Sell |
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|
2022
Q2 | $574K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $56K | Buy |
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