Innovative Wealth Building’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	$1.46M	Sell	11,810 -1,396	-11%	-$173K	1.21%	17
2025 Q1	$1.58M	Sell	13,206 -543	-4%	-$65K	1.46%	16
2024 Q4	$1.72M	Buy	+13,749	New	+$1.72M	1.55%	16