Plante Moran Financial Advisors’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 | $66.8K | Hold |
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|
2025
Q2 | $63.6K | Hold |
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|
2025
Q1 | $61.7K | Hold |
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|
2024
Q4 | $64.4K | Sell |
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|
2024
Q3 | $67.7K | Buy |
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|
2024
Q2 | $57.5K | Sell |
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|
2024
Q1 | $73.2K | Hold |
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|
2023
Q4 | $70.6K | Hold |
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|
2023
Q3 | $62.5K | Sell |
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|
2023
Q2 | $85.6K | Sell |
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|
2023
Q1 | $97.3K | Sell |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $54K | Hold |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $33K | Buy |
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|
2021
Q1 | $28K | Sell |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $50K | Buy |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $7K | Buy |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $7K | Hold |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Sell |
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|
2014
Q4 | $58K | Hold |
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|
2014
Q3 | $55K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $75K | Hold |
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|
2013
Q2 | $70K | Buy |
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