Kohmann Bosshard Financial Services’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 | $824K | Hold |
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|
2025
Q2 | $785K | Hold |
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|
2025
Q1 | $760K | Hold |
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|
2024
Q4 | $793K | Hold |
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|
2024
Q3 | $785K | Hold |
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|
2024
Q2 | $720K | Hold |
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|
2024
Q1 | $751K | Hold |
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|
2023
Q4 | $724K | Hold |
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|
2023
Q3 | $641K | Hold |
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|
2023
Q2 | $680K | Hold |
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|
2023
Q1 | $653K | Hold |
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|
2022
Q4 | $640K | Hold |
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|
2022
Q3 | $572K | Hold |
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|
2022
Q2 | $600K | Hold |
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|
2022
Q1 | $696K | Buy |
|