Beaird Harris Wealth Management’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	$4.57K	Sell	37 -71	-66%	-$8.78K	﹤0.01%	429
2025 Q1	$12.9K	Buy	108 +14	+15%	+$1.68K	﹤0.01%	342
2024 Q4	$11.7K	Buy	+94	New	+$11.7K	﹤0.01%	346
2024 Q2	–	Sell	-84	Closed	-$9.94K	–	760
2024 Q1	$9.94K	Buy	+84	New	+$9.94K	﹤0.01%	331