Lee-Kelleher 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
2025 Q2	$261K	Hold	2,112	–	–	0.17%	33
2025 Q1	$253K	Hold	2,112	–	–	0.19%	33
2024 Q4	$264K	Buy	+2,112	New	+$264K	0.19%	35