NewEdge 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 Q1	–	Sell	-1,970	Closed	-$246K	–	965
2024 Q4	$246K	Hold	1,970	–	–	﹤0.01%	820
2024 Q3	$244K	Hold	1,970	–	–	﹤0.01%	782
2024 Q2	$224K	Hold	1,970	–	–	﹤0.01%	709
2024 Q1	$222K	Buy	+1,970	New	+$222K	0.01%	742