Private Trust Company’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 | $758K | Buy |
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|
2025
Q2 | $604K | Sell |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $267K | Hold |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $276K | Buy |
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