Moulton 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
2021
Q3
Sell
-7,073
Closed -$745K 32
2021
Q2
$745K Buy
7,073
+1,650
+30% +$174K 0.54% 28
2021
Q1
$563K Buy
+5,423
New +$563K 0.43% 30