Rockwood Wealth 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
Q3
$303K Hold
2025
Q2
$288K Sell
2025
Q1
$280K Hold
2024
Q4
$290K Hold
2024
Q3
$289K Hold
2024
Q2
$265K Hold
2024
Q1
$277K Sell
2023
Q4
$277K Sell
2023
Q3
$250K Hold
2023
Q2
$265K Buy
2023
Q1
$253K Buy
2022
Q4
$247K Buy
2022
Q3
$218K Buy
2022
Q2
$216K Buy
2022
Q1
$250K Buy
2021
Q4
$252K Buy