JMG Financial Group’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
$936K Buy
2025
Q2
$800K Sell
2025
Q1
$800K Sell
2024
Q4
$848K Hold
2024
Q3
$839K Buy
2024
Q2
$656K Sell
2024
Q1
$700K Buy
2023
Q4
$617K Sell
2023
Q3
$655K Buy
2023
Q2
$557K Buy
2023
Q1
$408K Hold
2022
Q4
$400K Hold
2022
Q3
$357K Hold
2022
Q2
$375K Buy