GeoWealth 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
2025 Q2	$46.1K	Hold	373	–	–	﹤0.01%	953
2025 Q1	$44.6K	Buy	373 +1	+0.3%	+$120	﹤0.01%	906
2024 Q4	$46.5K	Buy	+372	New	+$46.5K	﹤0.01%	1188