Prosperity Planning’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 | $2.97M | Sell |
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|
2025
Q2 | $2.88M | Sell |
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|
2025
Q1 | $2.8M | Sell |
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $3.2M | Sell |
|
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $3.2M | Sell |
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|
2023
Q4 | $3.09M | Buy |
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|
2023
Q3 | $2.72M | Sell |
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|
2023
Q2 | $2.98M | Buy |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.46M | Hold |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $2.07M | Hold |
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|
2022
Q1 | $2.27M | Hold |
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|
2021
Q4 | $2.29M | Sell |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.23M | Sell |
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|
2021
Q1 | $2.27M | Sell |
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|
2020
Q4 | $1.96M | Buy |
|