Mattern 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
Q2 | – | Sell |
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|
2025
Q1 | $234K | Hold |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $241K | Sell |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $389K | Hold |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $11.1M | Buy |
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|
2021
Q3 | $9.21M | Sell |
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|
2021
Q2 | $9.2M | Sell |
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|
2021
Q1 | $10.3M | Buy |
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $586K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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