HCR 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 | $227K | Hold |
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|
2025
Q2 | $215K | Buy |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $99K | Buy |
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|
2020
Q3 | $77K | Sell |
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|
2020
Q2 | $72K | Buy |
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|
2020
Q1 | $57K | Sell |
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|
2019
Q4 | $77K | Buy |
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