Litman Gregory Wealth Management’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
Q4
$41.2K Buy
2021
Q2
Sell
2021
Q1
$17K Hold
2020
Q4
$14K Hold
2020
Q3
$11K Hold
2020
Q2
$11K Hold
2020
Q1
$9K Hold
2019
Q4
$14K Hold
2019
Q3
$13K Hold
2019
Q2
$13K Hold
2019
Q1
$13K Hold
2018
Q4
$11K Hold
2018
Q3
$14K Buy