Rockbridge Investment Management’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 | $564K | Hold |
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|
2025
Q1 | $547K | Sell |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $474K | Hold |
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|
2023
Q2 | $503K | Hold |
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|
2023
Q1 | $483K | Hold |
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|
2022
Q4 | $473K | Buy |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.33M | Hold |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $945K | Hold |
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|
2020
Q3 | $738K | Hold |
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|
2020
Q2 | $728K | Buy |
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