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JPL Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

JPL Wealth Management’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$254K Hold
2,053
– – 0.07% 104
2025
Q1 		$246K Hold
2,053
– – 0.07% 105
2024
Q4 		$257K Buy
+2,053
New +$257K 0.07% 113
2024
Q2 		$233K Hold
2,053
– – 0.11% 96
2024
Q1 		$243K Buy
+2,053
New +$243K 0.13% 100