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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $584K | Hold |
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|
2025
Q2 | $556K | Hold |
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|
2025
Q1 | $539K | Hold |
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|
2024
Q4 | $563K | Hold |
|
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|
2024
Q3 | $557K | Hold |
|
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|
2024
Q2 | $511K | Hold |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $513K | Hold |
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|
2023
Q3 | $454K | Hold |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $454K | Hold |
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|
2022
Q3 | $405K | Hold |
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|
2022
Q2 | $425K | Hold |
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|
2022
Q1 | $494K | Hold |
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|
2021
Q4 | $498K | Buy |
|