HIW
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Holos Integrated Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Holos Integrated Wealth’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$114K Hold
918
– – 0.07% 80
2025
Q1 		$110K Hold
918
– – 0.07% 80
2024
Q4 		$115K Buy
+918
New +$115K 0.08% 73