Ritter Daniher Financial Advisory’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
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $603K | Buy |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $438K | Buy |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $78K | Hold |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $64K | Buy |
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