Phillips Financial 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 | $1.52M | Sell |
|
|||||
|
2025
Q2 | $1.47M | Sell |
|
|||||
|
2025
Q1 | $1.47M | Hold |
|
|||||
|
2024
Q4 | $1.54M | Sell |
|
|||||
|
2024
Q3 | $1.52M | Sell |
|
|||||
|
2024
Q2 | $1.43M | Sell |
|
|||||
|
2024
Q1 | $2.35M | Sell |
|
|||||
|
2023
Q4 | $2.54M | Sell |
|
|||||
|
2023
Q3 | $2.28M | Sell |
|
|||||
|
2023
Q2 | $3.29M | Sell |
|
|||||
|
2023
Q1 | $4.34M | Hold |
|
|||||
|
2022
Q4 | $4.26M | Sell |
|
|||||
|
2022
Q3 | $3.95M | Sell |
|
|||||
|
2022
Q2 | $4.17M | Sell |
|
|||||
|
2022
Q1 | $4.98M | Buy |
|
|||||
|
2021
Q4 | $4.93M | Sell |
|
|||||
|
2021
Q3 | $4.62M | Buy |
|
|||||
|
2021
Q2 | $4.58M | Buy |
|
|||||
|
2021
Q1 | $4.41M | Buy |
|
|||||
|
2020
Q4 | $3.7M | Buy |
|
|||||
|
2020
Q3 | $2.85M | Sell |
|
|||||
|
2020
Q2 | $2.81M | Sell |
|
|||||
|
2020
Q1 | $2.6M | Buy |
|
|||||
|
2019
Q4 | $3.87M | Buy |
|
|||||
|
2019
Q3 | $2.65M | Buy |
|
|||||
|
2019
Q2 | $2.47M | Buy |
|
|||||
|
2019
Q1 | $2.13M | Sell |
|
|||||
|
2018
Q4 | $4.75M | Buy |
|