Townsend Asset Management’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 | $94K | Hold |
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|
2025
Q2 | $89.6K | Hold |
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|
2025
Q1 | $86.8K | Hold |
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|
2024
Q4 | $90.6K | Hold |
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|
2024
Q3 | $89.6K | Hold |
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|
2024
Q2 | $82.3K | Hold |
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|
2024
Q1 | $85.8K | Hold |
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|
2023
Q4 | $82.7K | Hold |
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|
2023
Q3 | $73.2K | Hold |
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|
2023
Q2 | $77.7K | Hold |
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|
2023
Q1 | $74.5K | Hold |
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|
2022
Q4 | $73.1K | Hold |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $68K | Hold |
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $80K | Hold |
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|
2021
Q3 | $75K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $13K | Buy |
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