LMG Wealth 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
$7.67M Buy
2025
Q2
$7.3M Buy
2025
Q1
$6.97M Buy
2024
Q4
$7.23M Buy
2024
Q3
$7.13M Sell
2024
Q2
$6.55M Buy
2024
Q1
$6.79M Sell
2023
Q4
$6.55M Sell
2023
Q3
$5.8M Buy
2023
Q2
$6.08M Sell
2023
Q1
$5.85M Buy
2022
Q4
$6.1M Buy