KWMG LLC’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 | $383K | Hold |
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|
2025
Q2 | $365K | Buy |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $358K | Hold |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $362K | Hold |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $428K | Sell |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $423K | Sell |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $251K | Buy |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $14K | Buy |
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|
2018
Q2 | $9K | Buy |
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