MBL Wealth’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 | $227K | Hold |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $209K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Hold |
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|
2023
Q1 | $200K | Buy |
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