Congress 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	$1.17M	Sell	9,469 -10	-0.1%	-$1.24K	0.01%	669
2025 Q1	$1.14M	Buy	9,479 +100	+1%	+$12K	0.01%	604
2024 Q4	$1.17M	Sell	9,379 -336	-3%	-$42K	0.02%	496
2024 Q3	$1.2M	Buy	+9,715	New	+$1.2M	0.02%	490