Mechanics Bank - Trust Department’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 | $329K | Hold |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $340K | Sell |
|
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $371K | Hold |
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|
2023
Q4 | $357K | Hold |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $350K | Hold |
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|
2023
Q1 | $336K | Hold |
|
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $358K | Hold |
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|
2021
Q4 | $362K | Hold |
|
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $282K | Hold |
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|
2020
Q3 | $220K | Hold |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $261K | Hold |
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|
2019
Q2 | $261K | Hold |
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|
2019
Q1 | $256K | Hold |
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|
2018
Q4 | $226K | Buy |
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