Morling Financial 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	–	Sell	-761	Closed	-$91.1K	–	112
2025 Q1	$91.1K	Hold	761	–	–	0.03%	92
2024 Q4	$95.1K	Buy	+761	New	+$95.1K	0.03%	86