JFS Wealth Advisors’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 Q2	$6.92M	Buy	46,850 +306	+0.7%	+$43.3K	0.35%	56
2026 Q1	$6.17M	Sell	46,544 -1,631	-3%	-$223K	0.35%	53
2025 Q4	$6.34M	Sell	48,175 -797	-2%	-$104K	0.36%	54
2025 Q3	$6.35M	Buy	48,972 +5,991	+14%	+$767K	0.37%	50
2025 Q2	$5.31M	Buy	42,981 +893	+2%	+$105K	0.34%	50
2025 Q1	$5.04M	Buy	42,088 +312	+0.7%	+$39.1K	0.34%	49
2024 Q4	$5.22M	Sell	41,776 -969	-2%	-$124K	0.36%	48
2024 Q3	$5.28M	Buy	42,745 +386	+0.9%	+$45.9K	0.35%	48
2024 Q2	$4.81M	Buy	42,359 +1,538	+4%	+$175K	0.38%	45
2024 Q1	$4.83M	Buy	40,821 +10,386	+34%	+$1.17M	0.38%	45
2023 Q4	$3.47M	Buy	30,435 +7,748	+34%	+$797K	0.3%	53
2023 Q3	$2.29M	Buy	22,687 +1,538	+7%	+$164K	0.22%	68
2023 Q2	$2.27M	Buy	21,149 +1,433	+7%	+$146K	0.2%	76
2023 Q1	$2.03M	Buy	19,716 +550	+3%	+$58.8K	0.19%	81
2022 Q4	$1.93M	Sell	19,166 -11,519	-38%	-$1.15M	0.19%	84
2022 Q3	$2.76M	Buy	30,685 +3,523	+13%	+$351K	0.3%	57
2022 Q2	$2.56M	Buy	27,162 +29	+0.1%	+$2.96K	0.27%	61
2022 Q1	$2.98M	Sell	27,133 -976	-3%	-$105K	0.28%	69
2021 Q4	$3.11M	Buy	28,109 +4,576	+19%	+$498K	0.29%	65
2021 Q3	$2.42M	Buy	+23,533	New	+$2.47M	0.25%	76
2016 Q2	–	Sell	-134	Closed	-$8K	–	556
2016 Q1	$8K	Hold	134	–	–	﹤0.01%	417
2015 Q4	$8K	Buy	+134	New	+$8.11K	﹤0.01%	415