Moisand Fitzgerald Tamayo’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 Q2	$11.5K	Hold	78	–	–	﹤0.01%	355
2026 Q1	$10.3K	Hold	78	–	–	﹤0.01%	340
2025 Q4	$10.3K	Hold	78	–	–	﹤0.01%	340
2025 Q3	$10.1K	Hold	78	–	–	﹤0.01%	350
2025 Q2	$9.64K	Hold	78	–	–	﹤0.01%	352
2025 Q1	$9.34K	Hold	78	–	–	﹤0.01%	354
2024 Q4	$9.75K	Hold	78	–	–	﹤0.01%	345
2024 Q3	$9.64K	Hold	78	–	–	﹤0.01%	357
2024 Q2	$8.85K	Hold	78	–	–	﹤0.01%	320
2024 Q1	$9.23K	Hold	78	–	–	﹤0.01%	320
2023 Q4	$8.9K	Hold	78	–	–	﹤0.01%	348
2023 Q3	$7.87K	Hold	78	–	–	﹤0.01%	361
2023 Q2	$8.36K	Hold	78	–	–	﹤0.01%	340
2023 Q1	$8.02K	Hold	78	–	–	﹤0.01%	349
2022 Q4	$7.86K	Hold	78	–	–	﹤0.01%	347
2022 Q3	$7K	Hold	78	–	–	﹤0.01%	321
2022 Q2	$7K	Hold	78	–	–	﹤0.01%	295
2022 Q1	$9K	Hold	78	–	–	﹤0.01%	192
2021 Q4	$9K	Hold	78	–	–	﹤0.01%	263
2021 Q3	$8K	Hold	78	–	–	﹤0.01%	262
2021 Q2	$8K	Hold	78	–	–	﹤0.01%	282
2021 Q1	$8K	Hold	78	–	–	﹤0.01%	231
2020 Q4	$7K	Hold	78	–	–	﹤0.01%	237
2020 Q3	$5K	Hold	78	–	–	﹤0.01%	243
2020 Q2	$5K	Hold	78	–	–	﹤0.01%	224
2020 Q1	$4K	Hold	78	–	–	﹤0.01%	206
2019 Q4	$7K	Hold	78	–	–	﹤0.01%	214
2019 Q3	$6K	Hold	78	–	–	﹤0.01%	218
2019 Q2	$6K	Hold	78	–	–	﹤0.01%	217
2019 Q1	$6K	Hold	78	–	–	﹤0.01%	221
2018 Q4	$5K	Hold	78	–	–	﹤0.01%	222
2018 Q3	$7K	Hold	78	–	–	﹤0.01%	226
2018 Q2	$6K	Hold	78	–	–	﹤0.01%	214
2018 Q1	$6K	Hold	78	–	–	﹤0.01%	237
2017 Q4	$6K	Hold	78	–	–	﹤0.01%	211
2017 Q3	$6K	Buy	+78	New	+$5.78K	﹤0.01%	228
2016 Q2	–	Sell	-78	Closed	-$5K	–	115
2016 Q1	$5K	Hold	78	–	–	﹤0.01%	180
2015 Q4	$5K	Buy	+78	New	+$4.72K	﹤0.01%	174