HM Payson & Co’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 | $177K | Hold |
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|
2025
Q2 | $169K | Hold |
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|
2025
Q1 | $164K | Hold |
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|
2024
Q4 | $171K | Hold |
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|
2024
Q3 | $169K | Hold |
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|
2024
Q2 | $155K | Hold |
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|
2024
Q1 | $162K | Sell |
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|
2023
Q4 | $173K | Hold |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $167K | Hold |
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|
2022
Q4 | $164K | Buy |
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|
2022
Q3 | $123K | Sell |
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|
2022
Q2 | $133K | Buy |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $23K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $28K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $26K | Buy |
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