Mount Yale Investment 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	$61K	Buy	+494	New	+$61K	﹤0.01%	760
2022 Q1	–	Sell	-3,722	Closed	-$412K	–	478
2021 Q4	$412K	Hold	3,722	–	–	0.04%	316
2021 Q3	$384K	Buy	+3,722	New	+$384K	0.04%	318