Stone Crest Wealth Management, Inc. Ishares S&P Midcap 400 Value E Transaction History

Stone Crest Wealth Management, Inc.

$210 Billion
Q2 2025

A detailed history of Stone Crest Wealth Management, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 6,494 shares of IJJ stock, worth $802,918. This represents 0.38% of its overall portfolio holdings.

Number of Shares

6,494

Previous 6,657 2.45%

Holding current value

$802,918

Previous $797 Million 0.69%

% of portfolio

0.38%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$103.88 - $123.68 $16,932 - $20,159	-163 Reduced 2.45%	6,494 $803 Million
Q1 2025 Apr 11, 2025	SELL	$117.4 - $131.02 $31,345 - $34,982	-267 Reduced 3.86%	6,657 $797 Million
Q4 2024 Jan 15, 2025	SELL	$121.89 - $135.52 $16,455 - $18,295	-135 Reduced 1.91%	6,924 $865 Million
Q3 2024 Oct 08, 2024	SELL	$111.9 - $124.28 $78,777 - $87,493	-704 Reduced 9.07%	7,059 $873 Million
Q2 2024 Jul 15, 2024	SELL	$109.44 - $118.4 $749,226 - $810,566	-6,846 Reduced 46.86%	7,763 $881 Million
Q1 2024 Apr 22, 2024	SELL	$109.27 - $118.29 $5,135 - $5,559	-47 Reduced 0.32%	14,609 $1.73 Billion
Q4 2023 Jan 22, 2024	BUY	$93.05 - $115.17 $1.36 Million - $1.69 Million	14,656 New	14,656 $1.67 Billion

Others Institutions Holding IJJ

# of Institutions

909

Shares Held

42.6M

Call Options Held

100

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Stone Crest Wealth Management, Inc. Ishares S&P Midcap 400 Value E Transaction History