Allium Financial 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
2025 Q2	$343K	Hold	2,778	–	–	0.25%	57
2025 Q1	$333K	Buy	+2,778	New	+$333K	0.3%	53