Sterling Financial Planning’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 | $19.2M | Buy |
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|
2025
Q2 | $18.1M | Buy |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $16.9M | Sell |
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|
2024
Q3 | $16.9M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $14.6M | Buy |
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|
2023
Q3 | $12.7M | Buy |
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|
2023
Q2 | $13.3M | Buy |
|
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|
2023
Q1 | $12M | Buy |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $10M | Buy |
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|
2022
Q2 | $9.54M | Buy |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $9.63M | Buy |
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|
2021
Q2 | $9.73M | Sell |
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|
2021
Q1 | $9.55M | Sell |
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|
2020
Q4 | $8.1M | Buy |
|