Founders Grove 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
$1.92M Sell
15,502
-576
-4% -$71.2K 0.48% 48
2025
Q1
$1.93M Buy
16,078
+1,268
+9% +$152K 0.54% 48
2024
Q4
$1.85M Buy
+14,810
New +$1.85M 0.54% 45