HCC
Hirtle Callaghan & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,700
| Closed | -$962K | – | 115 |
|
|
2024
Q4 | $962K | Hold |
7,700
| – | – | 0.04% | 64 |
|
|
2024
Q3 | $952K | Hold |
7,700
| – | – | 0.04% | 61 |
|
|
2024
Q2 | $874K | Hold |
7,700
| – | – | 0.04% | 58 |
|
|
2024
Q1 | $911K | Hold |
7,700
| – | – | 0.04% | 59 |
|
|
2023
Q4 | $878K | Hold |
7,700
| – | – | 0.04% | 58 |
|
|
2023
Q3 | $777K | Sell |
7,700
-10,151
| -57% | -$1.02M | 0.04% | 59 |
|
|
2023
Q2 | $1.91M | Buy |
17,851
+8,651
| +94% | +$927K | 0.09% | 44 |
|
|
2023
Q1 | $945K | Hold |
9,200
| – | – | 0.05% | 51 |
|
|
2022
Q4 | $927K | Hold |
9,200
| – | – | 0.06% | 77 |
|
|
2022
Q3 | $828K | Buy |
+9,200
| New | +$828K | 0.06% | 75 |
|