Schaper Benz & Wise Investment Counsel’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Hold |
4,502
| – | – | 0.04% | 114 |
|
|
2025
Q1 | $539K | Hold |
4,502
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $563K | Hold |
4,502
| – | – | 0.05% | 112 |
|
|
2024
Q3 | $557K | Hold |
4,502
| – | – | 0.04% | 113 |
|
|
2024
Q2 | $511K | Hold |
4,502
| – | – | 0.04% | 106 |
|
|
2024
Q1 | $533K | Hold |
4,502
| – | – | 0.04% | 108 |
|
|
2023
Q4 | $513K | Hold |
4,502
| – | – | 0.05% | 103 |
|
|
2023
Q3 | $454K | Hold |
4,502
| – | – | 0.04% | 105 |
|
|
2023
Q2 | $482K | Hold |
4,502
| – | – | 0.05% | 104 |
|
|
2023
Q1 | $463K | Hold |
4,502
| – | – | 0.05% | 105 |
|
|
2022
Q4 | $454K | Hold |
4,502
| – | – | 0.05% | 104 |
|
|
2022
Q3 | $405K | Hold |
4,502
| – | – | 0.05% | 107 |
|
|
2022
Q2 | $425K | Hold |
4,502
| – | – | 0.04% | 115 |
|
|
2022
Q1 | $494K | Hold |
4,502
| – | – | 0.04% | 114 |
|
|
2021
Q4 | $498K | Buy |
+4,502
| New | +$498K | 0.04% | 111 |
|