Perigon Wealth Management’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 | $372K | Sell |
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|
2025
Q2 | $442K | Hold |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $3.29M | Buy |
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|
2022
Q4 | $3.13M | Buy |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $190K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $524K | Buy |
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|
2019
Q3 | $314K | Hold |
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|
2019
Q2 | $316K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $170K | Buy |
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|
2017
Q4 | $64K | Hold |
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|
2017
Q3 | $61K | Sell |
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|
2017
Q2 | $64K | Sell |
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|
2017
Q1 | $444K | Sell |
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|
2016
Q4 | $526K | Buy |
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|
2016
Q3 | $306K | Buy |
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|
2016
Q2 | $51K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $208K | Hold |
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|
2013
Q4 | $200K | Buy |
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