Meristem Family 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
2022
Q1
$833K Sell
2021
Q4
$879K Sell
2021
Q3
$965K Buy
2021
Q2
$725K Hold
2021
Q1
$702K Hold
2020
Q4
$594K Hold
2020
Q3
$464K Hold
2020
Q2
$458K Hold
2020
Q1
$378K Hold
2019
Q4
$588K Hold
2019
Q3
$551K Buy