Oxford Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$90.6K	Hold	684	–	–	﹤0.01%	266
2025 Q4	$90K	Buy	684 +275	+67%	+$35.8K	﹤0.01%	251
2025 Q3	$53.1K	Hold	409	–	–	﹤0.01%	244
2025 Q2	$50.5K	Hold	409	–	–	﹤0.01%	231
2025 Q1	$49K	Hold	409	–	–	﹤0.01%	234
2024 Q4	$51.1K	Sell	409 -295	-42%	-$37.7K	﹤0.01%	271
2024 Q3	$87K	Buy	704 +409	+139%	+$48.6K	0.01%	256
2024 Q2	$33.5K	Hold	295	–	–	﹤0.01%	288
2024 Q1	$34.9K	Hold	295	–	–	﹤0.01%	251
2023 Q4	$33.6K	Hold	295	–	–	﹤0.01%	270
2023 Q3	$29.8K	Sell	295 -30	-9%	-$3.21K	﹤0.01%	248
2023 Q2	$34.8K	Hold	325	–	–	﹤0.01%	263
2023 Q1	$33.4K	Hold	325	–	–	﹤0.01%	228
2022 Q4	$32.8K	Buy	325 +11	+4%	+$1.1K	﹤0.01%	227
2022 Q3	$28K	Hold	314	–	–	﹤0.01%	209
2022 Q2	$30K	Hold	314	–	–	﹤0.01%	229
2022 Q1	$34K	Buy	314 +19	+6%	+$2.05K	﹤0.01%	227
2021 Q4	$33K	Buy	+295	New	+$32.1K	﹤0.01%	241