Global Retirement Partners’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 | $862K | Buy |
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|
2025
Q2 | $821K | Buy |
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|
2024
Q4 | $814K | Sell |
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|
2024
Q3 | $875K | Sell |
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|
2024
Q2 | $900K | Buy |
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|
2024
Q1 | $820K | Buy |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $989K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $613K | Sell |
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|
2022
Q3 | $667K | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $802K | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $843K | Buy |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $257K | Buy |
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|
2019
Q1 | $117K | Hold |
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|
2018
Q4 | $103K | Buy |
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|
2018
Q3 | $57K | Hold |
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|
2018
Q2 | $55K | Hold |
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|
2018
Q1 | $52K | Hold |
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|
2017
Q4 | $54K | Buy |
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|
2017
Q3 | $52K | Sell |
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|
2017
Q2 | $53K | Sell |
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|
2017
Q1 | $646K | Buy |
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|
2016
Q4 | $43K | Buy |
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