Novak & Powell Financial Services’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
$717K Sell
2025
Q1
$1.58M Sell
2024
Q4
$1.84M Sell
2024
Q3
$1.83M Sell
2024
Q2
$1.68M Buy
2024
Q1
$820K Sell
2023
Q4
$1.68M Buy