HighMark 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
Q2
$1.17M Buy
2025
Q1
$40.6K Sell
2024
Q4
$56K Sell
2024
Q3
$778K Buy
2024
Q2
$639K Sell
2024
Q1
$688K Sell
2023
Q4
$978K Sell
2023
Q3
$1.2M Sell
2023
Q2
$1.31M Sell
2023
Q1
$1.26M Sell
2022
Q4
$1.23M Sell
2022
Q3
$1.11M Buy
2022
Q2
$1.16M Buy
2022
Q1
$1.26M Buy
2021
Q4
$1.19M Buy
2021
Q3
$1.09M Buy
2021
Q2
$1.06M Buy
2021
Q1
$891K Buy
2020
Q4
$206K Buy