Medallion Wealth Advisors, LLC’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
2026
Q1
$107K Hold
2025
Q4
$107K Hold
2025
Q3
$105K Hold
2025
Q2
$102K Buy
2025
Q1
$69.9K Hold
2024
Q4
$72.7K Buy