ECM
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Evergreen Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Evergreen Capital Management’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,883
Closed -$233K – 1340
2025
Q2 		$233K Hold
1,883
– – 0.01% 949
2025
Q1 		$225K Sell
1,883
-55
-3% -$6.89K 0.01% 923
2024
Q4 		$242K Sell
1,938
-1,298
-40% -$166K 0.01% 859
2024
Q3 		$400K Hold
3,236
– – 0.01% 593
2024
Q2 		$367K Sell
3,236
-295
-8% -$33.6K 0.01% 576
2024
Q1 		$418K Buy
3,531
+114
+3% +$12.8K 0.02% 495
2023
Q4 		$390K Hold
3,417
– – 0.02% 495
2023
Q3 		$347K Buy
3,417
+581
+20% +$62.1K 0.02% 507
2023
Q2 		$304K Hold
2,836
– – 0.01% 546
2023
Q1 		$291K Buy
+2,836
New +$303K 0.01% 520
2021
Q4 		– Sell
-5,713
Closed -$589K – 643
2021
Q3 		$589K Buy
+5,713
New +$600K 0.03% 337

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