Axis Wealth 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	$1.43M	Buy	11,598 +4,094	+55%	+$506K	0.94%	28
2025 Q1	$898K	Buy	7,504 +1,623	+28%	+$194K	0.66%	43
2024 Q4	$735K	Buy	+5,881	New	+$735K	0.62%	49