Brown Miller 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
2023
Q2
Sell
-4,001
Closed -$411K 124
2023
Q1
$411K Buy
4,001
+669
+20% +$68.8K 0.24% 74
2022
Q4
$336K Buy
+3,332
New +$336K 0.21% 90