Norwood Financial’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
2024
Q1
$430K Hold
2023
Q4
$414K Sell
2023
Q3
$374K Hold
2023
Q2
$397K Hold
2023
Q1
$380K Hold
2022
Q4
$373K Sell
2022
Q3
$339K Sell
2022
Q2
$360K Sell
2022
Q1
$472K Sell
2021
Q4
$507K Buy