Acorn Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,638
Closed -$133K 276
2018
Q2
$133K Hold
1,638
0.11% 147
2018
Q1
$129K Hold
1,638
0.11% 148
2017
Q4
$133K Buy
+1,638
New +$133K 0.12% 140