Evergreen Capital 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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $233K | Hold |
|
|||||
|
2025
Q1 | $225K | Sell |
|
|||||
|
2024
Q4 | $242K | Sell |
|
|||||
|
2024
Q3 | $400K | Hold |
|
|||||
|
2024
Q2 | $367K | Sell |
|
|||||
|
2024
Q1 | $418K | Buy |
|
|||||
|
2023
Q4 | $390K | Hold |
|
|||||
|
2023
Q3 | $347K | Buy |
|
|||||
|
2023
Q2 | $304K | Hold |
|
|||||
|
2023
Q1 | $291K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $589K | Buy |
|