Schneider Downs Wealth Management Advisors’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 | $957K | Buy |
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|
2025
Q1 | $458K | Hold |
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|
2024
Q4 | $478K | Hold |
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|
2024
Q3 | $473K | Hold |
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|
2024
Q2 | $434K | Hold |
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|
2024
Q1 | $453K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $448K | Hold |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $208K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $289K | Sell |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | $247K | Buy |
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|
2018
Q3 | $226K | Hold |
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|
2018
Q2 | $219K | Hold |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $217K | Sell |
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|
2017
Q3 | $243K | Buy |
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|
2017
Q2 | $236K | Sell |
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|
2017
Q1 | $769K | Buy |
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|
2016
Q4 | $752K | Buy |
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|
2016
Q3 | $673K | Buy |
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|
2016
Q2 | $648K | Sell |
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|
2016
Q1 | $738K | Sell |
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|
2015
Q4 | $796K | Buy |
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