Independent Family Office’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
$289K Sell
2025
Q1
$281K Hold
2024
Q4
$294K Sell
2024
Q3
$383K Hold
2024
Q2
$352K Hold
2024
Q1
$367K Hold
2023
Q4
$354K Hold
2023
Q3
$313K Hold
2023
Q2
$332K Buy