Ehrlich Financial Group’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 Q3	–	Sell	-12,758	Closed	-$1.45M	–	115
2024 Q2	$1.45M	Sell	12,758 -4,824	-27%	-$547K	1.14%	22
2024 Q1	$2.08M	Buy	+17,582	New	+$2.08M	1.75%	19