Core Wealth Advisors’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
2024 Q2	–	Sell	-60	Closed	-$7.1K	–	135
2024 Q1	$7.1K	Sell	60 -51	-46%	-$6.03K	﹤0.01%	207
2023 Q4	$12.7K	Hold	111	–	–	﹤0.01%	168
2023 Q3	$11.2K	Hold	111	–	–	﹤0.01%	150
2023 Q2	$11.9K	Buy	+111	New	+$11.9K	﹤0.01%	145