Epstein & White Financial’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
2018 Q4	–	Sell	-8,206	Closed	-$698K	–	87
2018 Q3	$698K	Sell	8,206 -34,094	-81%	-$2.9M	0.46%	23
2018 Q2	$3.35M	Buy	42,300 +9,770	+30%	+$774K	2.49%	4
2018 Q1	$2.5M	Buy	+32,530	New	+$2.5M	1.61%	15