Perfromance Wealth Partners’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 | $572K | Hold |
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|
2025
Q1 | $554K | Hold |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $572K | Hold |
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|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $547K | Hold |
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|
2023
Q4 | $527K | Sell |
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|
2023
Q3 | $637K | Hold |
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|
2023
Q2 | $673K | Hold |
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|
2023
Q1 | $648K | Sell |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $621K | Hold |
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|
2022
Q2 | $651K | Hold |
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|
2022
Q1 | $756K | Hold |
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|
2021
Q4 | $764K | Buy |
|