Whittier Trust’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Whittier Trust’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.7M	Sell
2025 Q2	$1.61M	Sell
2025 Q1	$1.56M	Hold
2024 Q4	$1.63M	Buy
2024 Q3	$1.59M	Hold
2024 Q2	$1.46M	Hold
2024 Q1	$1.52M	Sell
2023 Q4	$1.48M	Hold
2023 Q3	$1.31M	Sell
2023 Q2	$1.41M	Sell
2023 Q1	$1.84M	Buy
2022 Q4	$1.68M	Buy
2022 Q3	$1.38M	Buy
2022 Q2	$747K	Hold
2022 Q1	$867K	Hold
2021 Q4	$875K	Hold
2021 Q3	$815K	Sell
2021 Q2	$1.17M	Hold
2021 Q1	$1.13M	Hold
2020 Q4	$955K	Sell
2020 Q3	$832K	Sell
2020 Q2	$894K	Hold
2020 Q1	$738K	Hold
2019 Q4	$1.15M	Sell
2019 Q3	$1.1M	Sell
2019 Q2	$1.1M	Hold
2019 Q1	$1.08M	Hold
2018 Q4	$951K	Hold
2018 Q3	$1.15M	Hold
2018 Q2	$1.11M	Buy
2018 Q1	$1.05M	Hold
2017 Q4	$1.09M	Buy
2017 Q3	$734K	Hold
2017 Q2	$714K	Hold
2017 Q1	$713K	Buy
2016 Q4	$656K	Hold
2016 Q3	$601K	Hold
2016 Q2	$579K	Hold
2016 Q1	$560K	Hold
2015 Q4	$530K	Hold
2015 Q3	$521K	Hold
2015 Q2	$583K	Hold
2015 Q1	$592K	Hold
2014 Q4	$578K	Hold
2014 Q3	$544K	Hold
2014 Q2	$573K	Buy
2014 Q1	$494K	Buy
2013 Q4	$401K	Hold
2013 Q3	$373K	Hold
2013 Q2	$350K	Buy