Alexis Investment Partners’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
2025 Q2	$629K	Sell	5,093 -1,367	-21%	-$169K	0.27%	39
2025 Q1	$773K	Sell	6,460 -668	-9%	-$80K	0.37%	33
2024 Q4	$891K	Buy	+7,128	New	+$891K	0.44%	30