Plante Moran Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Plante Moran Financial Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$68.2K	Sell	515 -736	-59%	-$101K	﹤0.01%	280
2025 Q4	$165K	Buy	1,251 +736	+143%	+$95.8K	0.01%	183
2025 Q3	$66.8K	Hold	515	–	–	﹤0.01%	295
2025 Q2	$63.6K	Hold	515	–	–	﹤0.01%	301
2025 Q1	$61.7K	Hold	515	–	–	0.01%	305
2024 Q4	$64.4K	Sell	515 -33	-6%	-$4.21K	0.01%	310
2024 Q3	$67.7K	Buy	548 +41	+8%	+$4.88K	0.01%	343
2024 Q2	$57.5K	Sell	507 -112	-18%	-$12.8K	0.01%	317
2024 Q1	$73.2K	Hold	619	–	–	0.01%	286
2023 Q4	$70.6K	Hold	619	–	–	0.01%	281
2023 Q3	$62.5K	Sell	619 -180	-23%	-$19.2K	0.01%	268
2023 Q2	$85.6K	Sell	799 -148	-16%	-$15K	0.01%	245
2023 Q1	$97.3K	Sell	947 -2,206	-70%	-$236K	0.01%	232
2022 Q4	$318K	Buy	3,153 +2,206	+233%	+$220K	0.05%	113
2022 Q3	$85K	Hold	947	–	–	0.01%	236
2022 Q2	$89K	Buy	947 +450	+91%	+$45.9K	0.01%	231
2022 Q1	$54K	Hold	497	–	–	0.01%	321
2021 Q4	$55K	Buy	497 +180	+57%	+$19.6K	0.01%	346
2021 Q3	$33K	Hold	317	–	–	0.01%	456
2021 Q2	$33K	Buy	317 +41	+15%	+$4.38K	0.01%	453
2021 Q1	$28K	Sell	276 -460	-63%	-$43.9K	0.01%	477
2020 Q4	$64K	Hold	736	–	–	0.02%	309
2020 Q3	$50K	Buy	736 +608	+475%	+$42K	0.02%	319
2020 Q2	$9K	Hold	128	–	–	﹤0.01%	534
2020 Q1	$7K	Buy	128 +16	+14%	+$1.2K	﹤0.01%	535
2019 Q4	$10K	Hold	112	–	–	﹤0.01%	543
2019 Q3	$9K	Hold	112	–	–	﹤0.01%	609
2019 Q2	$9K	Hold	112	–	–	﹤0.01%	580
2019 Q1	$9K	Hold	112	–	–	﹤0.01%	565
2018 Q4	$8K	Hold	112	–	–	﹤0.01%	534
2018 Q3	$9K	Hold	112	–	–	﹤0.01%	507
2018 Q2	$9K	Hold	112	–	–	﹤0.01%	555
2018 Q1	$9K	Hold	112	–	–	﹤0.01%	621
2017 Q4	$9K	Hold	112	–	–	0.01%	608
2017 Q3	$9K	Hold	112	–	–	0.01%	554
2017 Q2	$8K	Hold	112	–	–	0.01%	589
2017 Q1	$8K	Hold	112	–	–	﹤0.01%	617
2016 Q4	$8K	Hold	112	–	–	0.01%	626
2016 Q3	$7K	Hold	112	–	–	﹤0.01%	641
2016 Q2	$7K	Hold	112	–	–	0.01%	574
2016 Q1	$7K	Hold	112	–	–	0.01%	535
2015 Q4	$7K	Hold	112	–	–	0.01%	643
2015 Q3	$6K	Hold	112	–	–	﹤0.01%	557
2015 Q2	$7K	Hold	112	–	–	0.01%	571
2015 Q1	$7K	Sell	112 -800	-88%	-$51.4K	﹤0.01%	562
2014 Q4	$58K	Hold	912	–	–	0.04%	257
2014 Q3	$55K	Buy	+912	New	+$57K	0.05%	242
2013 Q4	–	Sell	-1,384	Closed	-$75K	–	698
2013 Q3	$75K	Hold	1,384	–	–	0.05%	146
2013 Q2	$70K	Buy	+1,384	New	+$70K	0.05%	133