Holistic Planning’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Holistic Planning’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$537K	Hold
2025 Q1	$520K	Sell
2024 Q4	$554K	Sell
2024 Q3	$607K	Buy
2024 Q2	$556K	Sell
2024 Q1	$588K	Sell
2023 Q4	$588K	Buy