GC Wealth Management RIA’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
2025
Q2
$1.94M Sell
2025
Q1
$2.14M Sell
2024
Q4
$2.27M Sell
2024
Q3
$2.26M Sell
2024
Q2
$2.08M Buy
2024
Q1
$2M Buy
2023
Q4
$1.76M Buy