Mascoma 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
Q3 | $113K | Hold |
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|
2025
Q2 | $108K | Sell |
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|
2025
Q1 | $131K | Sell |
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|
2024
Q4 | $162K | Hold |
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|
2024
Q3 | $160K | Sell |
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|
2024
Q2 | $158K | Hold |
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|
2024
Q1 | $165K | Hold |
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|
2023
Q4 | $159K | Sell |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $573K | Buy |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $4K | Buy |
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