Willner & Heller’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
$338K Buy
2025
Q2
$320K Buy
2025
Q1
$309K Buy
2024
Q4
$321K Buy
2024
Q3
$316K Buy
2024
Q2
$288K Buy
2024
Q1
$299K Buy
2023
Q4
$288K Buy
2022
Q4
$255K Buy
2022
Q3
$225K Buy
2022
Q2
$235K Buy
2022
Q1
$273K Buy
2021
Q4
$253K Buy