Haverford Trust Company’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
Q2 | $326K | Hold |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $329K | Hold |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Hold |
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|
2019
Q3 | $213K | Sell |
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|
2019
Q2 | $268K | Hold |
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|
2019
Q1 | $264K | Sell |
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|
2018
Q4 | $237K | Hold |
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|
2018
Q3 | $287K | Sell |
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|
2018
Q2 | $294K | Buy |
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|
2018
Q1 | $205K | Buy |
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