Ratio Wealth Group’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
2024
Q1
$414K Sell
2023
Q4
$404K Sell
2023
Q3
$359K Hold
2023
Q2
$381K Buy
2022
Q4
$479K Buy
2022
Q3
$320K Hold
2022
Q2
$336K Hold
2022
Q1
$390K Hold
2021
Q4
$394K Sell
2021
Q3
$622K Buy
2021
Q2
$361K Hold
2021
Q1
$350K Hold
2020
Q4
$296K Buy