Mather Group’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 | $266K | Hold |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $139K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $332K | Buy |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $343K | Sell |
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|
2019
Q3 | $347K | Sell |
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|
2019
Q2 | $349K | Sell |
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|
2019
Q1 | $345K | Sell |
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|
2018
Q4 | $341K | Buy |
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|
2018
Q3 | $390K | Sell |
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|
2018
Q2 | $646K | Sell |
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|
2018
Q1 | $755K | Buy |
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|
2017
Q4 | $693K | Sell |
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|
2017
Q3 | $680K | Buy |
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|
2017
Q2 | $631K | Buy |
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|
2017
Q1 | $608K | Buy |
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|
2016
Q4 | $549K | Buy |
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|
2016
Q3 | $488K | Buy |
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|
2016
Q2 | $446K | Buy |
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|
2016
Q1 | $413K | Buy |
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|
2015
Q4 | $362K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $237K | Buy |
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