Gupta Wealth 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
2016
Q1
$108K Buy
1,744
+376
+27% +$23.3K 0.03% 316
2015
Q4
$80K Buy
1,368
+92
+7% +$5.38K 0.02% 358
2015
Q3
$74K Sell
1,276
-510
-29% -$29.6K 0.02% 388
2015
Q2
$115K Buy
+1,786
New +$115K 0.03% 327