Founders Financial Alliance’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.5K	Buy	547 +138	+34%	+$18.9K	0.01%	483
2025 Q4	$53.8K	Sell	409 -137	-25%	-$17.8K	0.01%	426
2025 Q3	$70.8K	Buy	546 +137	+33%	+$17.5K	0.01%	468
2025 Q2	$50.5K	Sell	409 -136	-25%	-$16K	0.01%	386
2025 Q1	$65.3K	Hold	545	–	–	0.02%	419
2024 Q4	$68K	Buy	545 +1	+0.2%	+$128	0.02%	360
2024 Q3	$67.2K	Buy	544 +1	+0.2%	+$119	0.02%	370
2024 Q2	$61.6K	Buy	543 +10	+2%	+$1.14K	0.02%	358
2024 Q1	$63K	Buy	533 +235	+79%	+$26.5K	0.02%	362
2023 Q4	$34K	Hold	298	–	–	0.01%	364
2023 Q3	$30.1K	Sell	298 -66	-18%	-$7.05K	0.01%	353
2023 Q2	$39K	Buy	364 +66	+22%	+$6.71K	0.02%	363
2023 Q1	$30.4K	Hold	298	–	–	0.02%	347
2022 Q4	$30K	Hold	298	–	–	0.01%	371
2022 Q3	$27K	Sell	298 -82	-22%	-$8.16K	0.01%	369
2022 Q2	$36K	Buy	380 +82	+28%	+$8.36K	0.02%	365
2022 Q1	$33K	Hold	298	–	–	0.01%	346
2021 Q4	$33K	Hold	298	–	–	0.01%	381
2021 Q3	$31K	Hold	298	–	–	0.01%	356
2021 Q2	$31K	Hold	298	–	–	0.01%	373
2021 Q1	$33K	Hold	298	–	–	0.02%	355
2020 Q4	$26K	Hold	298	–	–	0.01%	331
2020 Q3	$21K	Buy	+298	New	+$20.6K	0.01%	567