Weinberger 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 | $703K | Sell |
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|
2025
Q2 | $703K | Buy |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $746K | Buy |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $784K | Sell |
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|
2023
Q4 | $881K | Buy |
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|
2023
Q3 | $775K | Buy |
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|
2023
Q2 | $803K | Buy |
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|
2023
Q1 | $761K | Buy |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $986K | Buy |
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|
2022
Q2 | $942K | Buy |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $224K | Buy |
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