GHP Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

GHP Investment Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6M	Sell	102,445 -1,052	-1%	-$144K	0.56%	62
2025 Q4	$13.6M	Sell	103,497 -1,451	-1%	-$189K	0.56%	56
2025 Q3	$13.6M	Sell	104,948 -1,104	-1%	-$141K	0.57%	55
2025 Q2	$13.1M	Sell	106,052 -502	-0.5%	-$59.1K	0.58%	55
2025 Q1	$12.8M	Sell	106,554 -2,728	-2%	-$342K	0.61%	49
2024 Q4	$13.7M	Sell	109,282 -531	-0.5%	-$67.8K	0.64%	45
2024 Q3	$13.6M	Sell	109,813 -716	-0.6%	-$85.1K	0.62%	46
2024 Q2	$12.5M	Sell	110,529 -613	-0.6%	-$69.9K	0.63%	46
2024 Q1	$13.1M	Sell	111,142 -1,066	-1%	-$120K	0.65%	41
2023 Q4	$12.8M	Sell	112,208 -2,576	-2%	-$265K	0.69%	37
2023 Q3	$11.2M	Sell	114,784 -33	-0%	-$3.53K	0.68%	38
2023 Q2	$12.5M	Sell	114,817 -290	-0.3%	-$29.5K	0.73%	33
2023 Q1	$11.8M	Sell	115,107 -92	-0.1%	-$9.83K	0.75%	25
2022 Q4	$11.6M	Buy	115,199 +888	+0.8%	+$88.7K	0.79%	23
2022 Q3	$10.3M	Sell	114,311 -832	-0.7%	-$82.8K	0.79%	21
2022 Q2	$10.9M	Buy	115,143 +597	+0.5%	+$60.9K	0.81%	20
2022 Q1	$12.6M	Buy	114,546 +508	+0.4%	+$54.8K	0.83%	23
2021 Q4	$12.6M	Sell	114,038 -504	-0.4%	-$54.8K	0.9%	22
2021 Q3	$11.8M	Buy	114,542 +328	+0.3%	+$34.5K	0.94%	21
2021 Q2	$12M	Sell	114,214 -316	-0.3%	-$33.8K	0.97%	20
2021 Q1	$11.7M	Sell	114,530 -2,219	-2%	-$212K	1.01%	20
2020 Q4	$10.1M	Sell	116,749 -1,997	-2%	-$157K	0.96%	24
2020 Q3	$8.01M	Buy	118,746 +3,606	+3%	+$249K	0.91%	27
2020 Q2	$7.65M	Buy	115,140 +3,942	+4%	+$247K	0.95%	23
2020 Q1	$6.1M	Sell	111,198 -6,754	-6%	-$508K	0.92%	25
2019 Q4	$10.1M	Sell	117,952 -150	-0.1%	-$12.3K	1.08%	19
2019 Q3	$9.44M	Sell	118,102 -3,496	-3%	-$275K	1.17%	15
2019 Q2	$9.7M	Sell	121,598 -2,342	-2%	-$186K	1.18%	14
2019 Q1	$9.73M	Sell	123,940 -2,106	-2%	-$163K	1.25%	12
2018 Q4	$8.72M	Sell	126,046 -604	-0.5%	-$46.2K	1.31%	12
2018 Q3	$10.6M	Sell	126,650 -3,212	-2%	-$268K	1.42%	11
2018 Q2	$10.5M	Sell	129,862 -66,864	-34%	-$5.35M	1.48%	9
2018 Q1	$15.2M	Sell	196,726 -2,540	-1%	-$201K	2.15%	5
2017 Q4	$16M	Sell	199,266 -4,198	-2%	-$328K	2.27%	3
2017 Q3	$15.5M	Sell	203,464 -2,626	-1%	-$195K	2.36%	3
2017 Q2	$15.3M	Sell	206,090 -4,540	-2%	-$335K	2.43%	3
2017 Q1	$15.6M	Sell	210,630 -4,218	-2%	-$313K	2.68%	3
2016 Q4	$15.6M	Sell	214,848 -2,690	-1%	-$186K	2.91%	3
2016 Q3	$14.5M	Sell	217,538 -3,416	-2%	-$226K	2.95%	3
2016 Q2	$14.1M	Sell	220,954 -2,366	-1%	-$149K	3.05%	3
2016 Q1	$13.8M	Buy	223,320 +790	+0.4%	+$44.8K	3.14%	3
2015 Q4	$13M	Buy	222,530 +540	+0.2%	+$32.7K	3.15%	2
2015 Q3	$12.8M	Buy	221,990 +3,940	+2%	+$241K	3.31%	2
2015 Q2	$13.6M	Sell	218,050 -8,088	-4%	-$534K	3.35%	2
2015 Q1	$14.8M	Buy	226,138 +238	+0.1%	+$15.3K	3.88%	2
2014 Q4	$14.4M	Buy	225,900 +412	+0.2%	+$25.5K	3.98%	2
2014 Q3	$13.6M	Buy	225,488 +3,030	+1%	+$189K	4%	2
2014 Q2	$14.1M	Buy	222,458 +2,596	+1%	+$158K	4.17%	2
2014 Q1	$13.2M	Sell	219,862 -1,544	-0.7%	-$90.4K	4.22%	2
2013 Q4	$12.9M	Buy	221,406 +2,038	+0.9%	+$115K	4.24%	2
2013 Q3	$11.8M	Buy	219,368 +4,028	+2%	+$215K	4.3%	2
2013 Q2	$10.9M	Buy	+215,340	New	+$10.9M	4.35%	2