Wescott Financial Advisory Group’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
Q2 | – | Sell |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $376K | Buy |
|
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|
2024
Q1 | $392K | Sell |
|
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $380K | Buy |
|
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $369K | Buy |
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