Institute for 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
2014 Q3	–	Sell	-2,364	Closed	-$150K	–	65
2014 Q2	$150K	Sell	2,364 -80	-3%	-$5.08K	0.13%	34
2014 Q1	$147K	Buy	2,444 +442	+22%	+$26.6K	0.13%	48
2013 Q4	$116K	Buy	2,002 +582	+41%	+$33.7K	0.08%	49
2013 Q3	$77K	Buy	+1,420	New	+$77K	0.05%	43