Modern Wealth 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
2025 Q2	–	Sell	-14,482	Closed	-$1.73M	–	784
2025 Q1	$1.73M	Buy	+14,482	New	+$1.73M	0.06%	227