AssuredPartners Investment 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	$471K	Sell	3,812 -5,571	-59%	-$689K	0.12%	139
2025 Q1	$1.12M	Buy	9,383 +48	+0.5%	+$5.75K	0.22%	115
2024 Q4	$1.17M	Buy	+9,335	New	+$1.17M	0.23%	107