Morton Brown Family Wealth’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	-56	Closed	-$6.71K	–	328
2025 Q1	$6.71K	Hold	56	–	–	﹤0.01%	217
2024 Q4	$7K	Hold	56	–	–	﹤0.01%	192
2024 Q3	$6.92K	Buy	+56	New	+$6.92K	﹤0.01%	186