Zhang Financial’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 | $350K | Buy |
|
|||||
|
2025
Q2 | $333K | Buy |
|
|||||
|
2025
Q1 | $322K | Buy |
|
|||||
|
2024
Q4 | $336K | Buy |
|
|||||
|
2024
Q3 | $332K | Buy |
|
|||||
|
2024
Q2 | $305K | Buy |
|
|||||
|
2024
Q1 | $317K | Buy |
|
|||||
|
2023
Q4 | $257K | Hold |
|
|||||
|
2023
Q3 | $227K | Hold |
|
|||||
|
2023
Q2 | $241K | Hold |
|
|||||
|
2023
Q1 | $232K | Sell |
|
|||||
|
2022
Q4 | $281K | Hold |
|
|||||
|
2022
Q3 | $251K | Hold |
|
|||||
|
2022
Q2 | $263K | Hold |
|
|||||
|
2022
Q1 | $306K | Hold |
|
|||||
|
2021
Q4 | $309K | Hold |
|
|||||
|
2021
Q3 | $287K | Hold |
|
|||||
|
2021
Q2 | $294K | Hold |
|
|||||
|
2021
Q1 | $284K | Hold |
|
|||||
|
2020
Q4 | $241K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $219K | Hold |
|
|||||
|
2019
Q2 | $218K | Sell |
|
|||||
|
2019
Q1 | $251K | Sell |
|
|||||
|
2018
Q4 | $263K | Buy |
|
|||||
|
2018
Q3 | $266K | Sell |
|
|||||
|
2018
Q2 | $307K | Hold |
|
|||||
|
2018
Q1 | $286K | Hold |
|
|||||
|
2017
Q4 | $309K | Hold |
|
|||||
|
2017
Q3 | $291K | Hold |
|
|||||
|
2017
Q2 | $281K | Hold |
|
|||||
|
2017
Q1 | $309K | Hold |
|
|||||
|
2016
Q4 | $277K | Hold |
|
|||||
|
2016
Q3 | $252K | Hold |
|
|||||
|
2016
Q2 | $243K | Hold |
|
|||||
|
2016
Q1 | $235K | Hold |
|
|||||
|
2015
Q4 | $222K | Hold |
|
|||||
|
2015
Q3 | $219K | Hold |
|
|||||
|
2015
Q2 | $245K | Hold |
|
|||||
|
2015
Q1 | $248K | Hold |
|
|||||
|
2014
Q4 | $242K | Hold |
|
|||||
|
2014
Q3 | $228K | Hold |
|
|||||
|
2014
Q2 | $241K | Buy |
|