Live Oak Private Wealth’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 Q1	–	Sell	-1,847	Closed	-$211K	–	171
2023 Q4	$211K	Sell	1,847 -432	-19%	-$49.3K	0.04%	157
2023 Q3	$230K	Hold	2,279	–	–	0.05%	140
2023 Q2	$244K	Buy	+2,279	New	+$244K	0.05%	138