Valley Forge Investment Consultants’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 | – | Sell |
|
|||||
|
2025
Q2 | $686K | Buy |
|
|||||
|
2025
Q1 | $661K | Buy |
|
|||||
|
2024
Q4 | $688K | Buy |
|
|||||
|
2024
Q3 | $677K | Buy |
|
|||||
|
2024
Q2 | $617K | Buy |
|
|||||
|
2024
Q1 | $641K | Sell |
|
|||||
|
2023
Q4 | $719K | Sell |
|
|||||
|
2023
Q3 | $638K | Sell |
|
|||||
|
2023
Q2 | $822K | Buy |
|
|||||
|
2023
Q1 | $756K | Buy |
|
|||||
|
2022
Q4 | $739K | Buy |
|
|||||
|
2022
Q3 | $657K | Sell |
|
|||||
|
2022
Q2 | $694K | Buy |
|
|||||
|
2022
Q1 | $804K | Buy |
|
|||||
|
2021
Q4 | $809K | Buy |
|
|||||
|
2021
Q3 | $751K | Sell |
|
|||||
|
2021
Q2 | $780K | Buy |
|
|||||
|
2021
Q1 | $557K | Sell |
|
|||||
|
2020
Q4 | $525K | Buy |
|