Milestone Asset Management’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 Q3	–	Sell	-7,757	Closed	-$880K	–	211
2024 Q2	$880K	Sell	7,757 -12,950	-63%	-$1.47M	0.22%	90
2024 Q1	$2.45M	Buy	+20,707	New	+$2.45M	0.7%	35