Matthew Hamilton Rosenberg’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
1,131
| – | – | 0.03% | 266 |
|
|
2025
Q1 | $135K | Hold |
1,131
| – | – | 0.03% | 256 |
|
|
2024
Q4 | $141K | Hold |
1,131
| – | – | 0.04% | 243 |
|
|
2024
Q3 | $140K | Hold |
1,131
| – | – | 0.04% | 253 |
|
|
2024
Q2 | $127K | Buy |
+1,131
| New | +$127K | 0.04% | 246 |
|
|
2023
Q2 | – | Sell |
-930
| Closed | -$95.6K | – | 976 |
|
|
2023
Q1 | $95.6K | Hold |
930
| – | – | 0.03% | 327 |
|
|
2022
Q4 | $93.7K | Hold |
930
| – | – | 0.03% | 320 |
|
|
2022
Q3 | $84K | Hold |
930
| – | – | 0.03% | 326 |
|
|
2022
Q2 | $89K | Hold |
930
| – | – | 0.03% | 323 |
|
|
2022
Q1 | $102K | Hold |
930
| – | – | 0.04% | 303 |
|
|
2021
Q4 | $103K | Hold |
930
| – | – | 0.04% | 292 |
|
|
2021
Q3 | $96K | Buy |
+930
| New | +$96K | 0.04% | 294 |
|