KMG Fiduciary Partners’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 | $1.1M | Hold |
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|
2025
Q2 | $1.05M | Hold |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $943K | Hold |
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|
2024
Q1 | $984K | Hold |
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|
2023
Q4 | $948K | Hold |
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|
2023
Q3 | $839K | Hold |
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|
2023
Q2 | $891K | Hold |
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|
2023
Q1 | $855K | Buy |
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