Modera Wealth Management’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 | $3.77M | Buy |
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|
2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $3.75M | Buy |
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|
2024
Q3 | $3.68M | Hold |
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|
2024
Q2 | $3.37M | Buy |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $3.18M | Hold |
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|
2023
Q3 | $2.81M | Sell |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $2.72M | Buy |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.37M | Hold |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $2.89M | Sell |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $396K | Sell |
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|
2020
Q2 | $417K | Buy |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $467K | Hold |
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|
2019
Q3 | $437K | Hold |
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|
2019
Q2 | $436K | Hold |
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|
2019
Q1 | $429K | Sell |
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|
2018
Q4 | $421K | Hold |
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|
2018
Q3 | $509K | Buy |
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