Wolff Financial 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 | $519K | Hold |
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|
2025
Q2 | $494K | Hold |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $473K | Hold |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $411K | Hold |
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|
2022
Q4 | $403K | Hold |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $439K | Hold |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q1 | $408K | Hold |
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|
2020
Q4 | $345K | Hold |
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|
2020
Q3 | $270K | Hold |
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|
2020
Q2 | $266K | Buy |
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