Integrated Wealth Concepts’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 | $451K | Buy |
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|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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