Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-50	Closed	-$5.05K	–	250
2023 Q3	$5.05K	Buy	+50	New	+$5.05K	﹤0.01%	384
2021 Q4	–	Sell	-16,674	Closed	-$1.72M	–	42
2021 Q3	$1.72M	Sell	16,674 -3,509	-17%	-$362K	0.51%	28
2021 Q2	$2.13M	Buy	+20,183	New	+$2.13M	0.64%	27