Moneywise Inc’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 | $214K | Buy |
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|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $382K | Sell |
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|
2021
Q2 | $430K | Sell |
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|
2021
Q1 | $424K | Sell |
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|
2020
Q4 | $366K | Sell |
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|
2020
Q3 | $292K | Buy |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | $227K | Buy |
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|
2019
Q4 | $328K | Buy |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $326K | Sell |
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|
2019
Q1 | $339K | Buy |
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|
2018
Q4 | $281K | Buy |
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|
2018
Q3 | $337K | Sell |
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|
2018
Q2 | $335K | Sell |
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|
2018
Q1 | $339K | Sell |
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|
2017
Q4 | $412K | Buy |
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|
2017
Q3 | $361K | Sell |
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|
2017
Q2 | $353K | Buy |
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|
2017
Q1 | $351K | Sell |
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|
2016
Q4 | $363K | Sell |
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|
2016
Q3 | $349K | Buy |
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