Kovitz Investment Group 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 | $1.81M | Sell |
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|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $207K | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $378K | Hold |
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|
2018
Q2 | $366K | Sell |
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|
2018
Q1 | $515K | Sell |
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|
2017
Q4 | $613 | Buy |
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