Total Wealth 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 | $627K | Hold |
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|
2025
Q2 | $597K | Hold |
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|
2025
Q1 | $578K | Hold |
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|
2024
Q4 | $604K | Hold |
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|
2024
Q3 | $597K | Sell |
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|
2024
Q2 | $598K | Hold |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $566K | Sell |
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|
2022
Q3 | $542K | Sell |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $475K | Sell |
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|
2021
Q3 | $659K | Hold |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $674K | Sell |
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|
2020
Q4 | $587K | Sell |
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|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $477K | Sell |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $515K | Buy |
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|
2019
Q3 | $478K | Hold |
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|
2019
Q2 | $477K | Sell |
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|
2019
Q1 | $475K | Sell |
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|
2018
Q4 | $430K | Buy |
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