LGWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-166	Closed	-$17K	–	121
2021 Q1	$17K	Hold	166	–	–	﹤0.01%	139
2020 Q4	$14K	Buy	166 +83	+100%	+$7K	﹤0.01%	145
2020 Q3	$11K	Hold	83	–	–	﹤0.01%	142
2020 Q2	$11K	Hold	83	–	–	﹤0.01%	130
2020 Q1	$9K	Hold	83	–	–	﹤0.01%	124
2019 Q4	$14K	Hold	83	–	–	﹤0.01%	136
2019 Q3	$13K	Hold	83	–	–	﹤0.01%	130
2019 Q2	$13K	Hold	83	–	–	﹤0.01%	152
2019 Q1	$13K	Hold	83	–	–	﹤0.01%	101
2018 Q4	$11K	Hold	83	–	–	﹤0.01%	111
2018 Q3	$14K	Buy	+83	New	+$14K	﹤0.01%	82