HB Wealth Management’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
$3.74M Sell
2025
Q2
$3.57M Buy
2025
Q1
$2.57M Buy
2024
Q4
$2.66M Buy
2024
Q3
$2.47M Buy
2024
Q2
$2.23M Buy
2024
Q1
$2.28M Buy
2023
Q4
$1.96M Buy
2023
Q3
$1.73M Sell
2023
Q2
$1.84M Sell
2023
Q1
$1.85M Buy
2022
Q4
$1.73M Hold
2022
Q3
$1.54M Hold
2022
Q2
$1.62M Buy
2022
Q1
$1.82M Buy