Independent Advisor Alliance’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	$2.37M	Buy	17,878 +16,226	+982%	+$2.22M	0.03%	508
2025 Q4	$217K	Hold	1,652	–	–	0.01%	911
2025 Q3	$214K	Hold	1,652	–	–	0.01%	869
2025 Q2	$204K	Buy	+1,652	New	+$194K	0.01%	839
2025 Q1	–	Sell	-11,980	Closed	-$1.5M	–	1080
2024 Q4	$1.5M	Buy	+11,980	New	+$1.53M	0.02%	603
2024 Q3	–	Sell	-3,290	Closed	-$373K	–	731
2024 Q2	$373K	Hold	3,290	–	–	0.01%	522
2024 Q1	$389K	Hold	3,290	–	–	0.01%	511
2023 Q4	$375K	Hold	3,290	–	–	0.01%	494
2023 Q3	$332K	Hold	3,290	–	–	0.02%	495
2023 Q2	$352K	Buy	3,290 +869	+36%	+$88.3K	0.02%	499
2023 Q1	$249K	Buy	+2,421	New	+$259K	0.01%	558
2020 Q1	–	Sell	-31,110	Closed	-$2.66M	–	617
2019 Q4	$2.66M	Buy	+31,110	New	+$2.56M	0.12%	193