EFS
Essex Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,929
-469
| -20% | -$58K | 0.02% | 612 |
|
|
2025
Q1 | $287K | Buy |
2,398
+2
| +0.1% | +$239 | 0.02% | 507 |
|
|
2024
Q4 | $299K | Sell |
2,396
-144
| -6% | -$18K | 0.02% | 492 |
|
|
2024
Q3 | $317K | Sell |
2,540
-23
| -0.9% | -$2.87K | 0.02% | 480 |
|
|
2024
Q2 | $297K | Buy |
+2,563
| New | +$297K | 0.02% | 480 |
|
|
2014
Q2 | – | Sell |
-1,687
| Closed | -$203K | – | 308 |
|
|
2014
Q1 | $203K | Buy |
+1,687
| New | +$203K | 0.07% | 271 |
|