Oxford Financial Group’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
$53.1K Hold
2025
Q2
$50.5K Hold
2025
Q1
$49K Hold
2024
Q4
$51.1K Sell
2024
Q3
$87K Buy
2024
Q2
$33.5K Hold
2024
Q1
$34.9K Hold
2023
Q4
$33.6K Hold
2023
Q3
$29.8K Sell
2023
Q2
$34.8K Hold
2023
Q1
$33.4K Hold
2022
Q4
$32.8K Buy
2022
Q3
$28K Hold
2022
Q2
$30K Hold
2022
Q1
$34K Buy
2021
Q4
$33K Buy