Kowal Investment Group’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
2024
Q3
$211K Buy
+1,707
New +$211K 0.04% 193
2024
Q2
Sell
-1,692
Closed -$200K 187
2024
Q1
$200K Buy
+1,692
New +$200K 0.04% 174
2021
Q4
Sell
-1,500
Closed -$155K 510
2021
Q3
$155K Buy
+1,500
New +$155K 0.05% 112