Financial Perspectives’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 | $34K | Hold |
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|
2025
Q2 | $32.4K | Hold |
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|
2025
Q1 | $31.4K | Hold |
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|
2024
Q4 | $32.7K | Hold |
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|
2024
Q3 | $32.4K | Hold |
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|
2024
Q2 | $29.7K | Hold |
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|
2024
Q1 | $31K | Hold |
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|
2023
Q4 | $29.9K | Hold |
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|
2023
Q3 | $26.4K | Hold |
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|
2023
Q2 | $28.1K | Hold |
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|
2023
Q1 | $26.9K | Hold |
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|
2022
Q4 | $26.4K | Hold |
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|
2022
Q3 | $23.6K | Hold |
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|
2022
Q2 | $24.7K | Hold |
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|
2022
Q1 | $28.7K | Hold |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $27.6K | Sell |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $22.6K | Hold |
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|
2020
Q3 | $17.7K | Hold |
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|
2020
Q2 | $17.4K | Hold |
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|
2020
Q1 | $14.4K | Hold |
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|
2019
Q4 | $22.4K | Buy |
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