Evergreen Private Wealth’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
$81.9K Hold
2025
Q2
$78K Hold
2025
Q1
$75.5K Sell
2024
Q4
$89K Sell
2024
Q3
$92.2K Sell
2024
Q2
$85K Sell
2024
Q1
$242K Sell
2023
Q4
$414K Buy