Daymark 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	$1.08M	Buy	8,762 +36	+0.4%	+$4.45K	0.04%	253
2025 Q1	$1.04M	Buy	8,726 +31	+0.4%	+$3.71K	0.04%	234
2024 Q4	$1.09M	Sell	8,695 -312	-3%	-$39K	0.05%	229
2024 Q3	$1.11M	Sell	9,007 -235	-3%	-$29.1K	0.05%	233
2024 Q2	$1.05M	Buy	+9,242	New	+$1.05M	0.05%	231