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Aufman Associates’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Aufman Associates’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$230K Hold
1,864
– – 0.14% 56
2025
Q1 		$223K Hold
1,864
– – 0.15% 53
2024
Q4 		$233K Hold
1,864
– – 0.16% 54
2024
Q3 		$230K Buy
+1,864
New +$230K 0.15% 54