Marshall & Sterling Wealth Advisors’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	$41.6K	Hold	337	–	–	0.03%	185
2025 Q1	$40.3K	Buy	337 +1	+0.3%	+$120	0.03%	181
2024 Q4	$41.9K	Buy	+336	New	+$41.9K	0.03%	141