LMG Wealth Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.32M	Buy	62,779 +320	+0.5%	+$43.8K	1.52%	18
2025 Q4	$8.22M	Buy	62,459 +3,348	+6%	+$436K	1.53%	16
2025 Q3	$7.67M	Buy	59,111 +1	+0%	+$128	1.43%	18
2025 Q2	$7.3M	Buy	59,110 +866	+1%	+$102K	1.5%	20
2025 Q1	$6.97M	Buy	58,244 +414	+0.7%	+$51.8K	1.55%	21
2024 Q4	$7.23M	Buy	57,830 +118	+0.2%	+$15.1K	1.58%	18
2024 Q3	$7.13M	Sell	57,712 -9	-0%	-$1.07K	1.63%	22
2024 Q2	$6.55M	Buy	57,721 +338	+0.6%	+$38.6K	1.63%	22
2024 Q1	$6.79M	Sell	57,383 -82	-0.1%	-$9.23K	1.71%	20
2023 Q4	$6.55M	Sell	57,465 -31	-0.1%	-$3.19K	1.82%	17
2023 Q3	$5.8M	Buy	57,496 +756	+1%	+$80.8K	1.77%	18
2023 Q2	$6.08M	Sell	56,740 -200	-0.4%	-$20.3K	1.86%	18
2023 Q1	$5.85M	Buy	56,940 +719	+1%	+$76.8K	1.89%	19
2022 Q4	$6.1M	Buy	+56,221	New	+$5.61M	2.02%	18