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
2026 Q1	$34.7K	Hold	262	–	–	0.01%	368
2025 Q4	$34.5K	Hold	262	–	–	0.01%	364
2025 Q3	$34K	Hold	262	–	–	0.01%	366
2025 Q2	$32.4K	Hold	262	–	–	0.01%	363
2025 Q1	$31.4K	Hold	262	–	–	0.01%	355
2024 Q4	$32.7K	Hold	262	–	–	0.01%	345
2024 Q3	$32.4K	Hold	262	–	–	0.01%	324
2024 Q2	$29.7K	Hold	262	–	–	0.01%	326
2024 Q1	$31K	Hold	262	–	–	0.01%	328
2023 Q4	$29.9K	Hold	262	–	–	0.01%	326
2023 Q3	$26.4K	Hold	262	–	–	0.01%	324
2023 Q2	$28.1K	Hold	262	–	–	0.01%	326
2023 Q1	$26.9K	Hold	262	–	–	0.01%	322
2022 Q4	$26.4K	Hold	262	–	–	0.01%	325
2022 Q3	$23.6K	Hold	262	–	–	0.01%	322
2022 Q2	$24.7K	Hold	262	–	–	0.01%	319
2022 Q1	$28.7K	Hold	262	–	–	0.01%	317
2021 Q4	$29K	Hold	262	–	–	0.01%	311
2021 Q3	$27K	Hold	262	–	–	0.01%	323
2021 Q2	$27.6K	Sell	262 -26,444	-99%	-$2.82M	0.01%	338
2021 Q1	$262K	Buy	26,706 +26,444	+10,093%	+$2.52M	0.01%	371
2020 Q4	$22.6K	Hold	262	–	–	0.01%	322
2020 Q3	$17.7K	Hold	262	–	–	0.01%	306
2020 Q2	$17.4K	Hold	262	–	–	0.01%	298
2020 Q1	$14.4K	Hold	262	–	–	0.01%	278
2019 Q4	$22.4K	Buy	+262	New	+$21.5K	0.02%	247