Kingswood Wealth Advisors’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	$250K	Sell	2,022 -382	-16%	-$47.2K	0.02%	626
2025 Q1	$288K	Buy	2,404 +695	+41%	+$83.2K	0.03%	563
2024 Q4	$214K	Buy	+1,709	New	+$214K	0.02%	717