Fulcrum Equity Management’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
2021
Q3
Sell
-9,476
Closed -$998K 199
2021
Q2
$998K Buy
9,476
+1,438
+18% +$151K 0.37% 71
2021
Q1
$819K Buy
+8,038
New +$819K 0.32% 83