Forvis Mazars Wealth Advisors’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 | $248K | Sell |
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|
2025
Q2 | $244K | Buy |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $279K | Sell |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $264K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $398K | Sell |
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|
2015
Q3 | $522K | Sell |
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|
2015
Q2 | $640K | Sell |
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|
2015
Q1 | $665K | Buy |
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|
2014
Q4 | $476K | Buy |
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