Matthew Hamilton Rosenberg’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
Q4 | $149K | Hold |
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|
2025
Q3 | $147K | Hold |
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|
2025
Q2 | $140K | Hold |
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|
2025
Q1 | $135K | Hold |
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|
2024
Q4 | $141K | Hold |
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|
2024
Q3 | $140K | Hold |
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|
2024
Q2 | $127K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $95.6K | Hold |
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|
2022
Q4 | $93.7K | Hold |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $102K | Hold |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $96K | Buy |
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