WNY 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
$207K Buy
2024
Q4
Sell
2024
Q3
$675K Sell
2024
Q2
$672K Sell
2024
Q1
$705K Buy
2023
Q4
$673K Sell
2023
Q3
$623K Hold
2023
Q2
$662K Buy
2023
Q1
$627K Buy
2022
Q4
$614K Buy
2022
Q3
$542K Buy
2022
Q2
$558K Buy
2022
Q1
$640K Sell
2021
Q4
$652K Buy
2021
Q3
$596K Buy
2021
Q2
$597K Buy
2021
Q1
$494K Buy