Oxler Private Wealth’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	$2.33M	Sell	17,561 -478	-3%	-$65.5K	0.73%	26
2025 Q4	$2.37M	Sell	18,039 -79	-0.4%	-$10.3K	0.69%	26
2025 Q3	$2.35M	Sell	18,118 -217	-1%	-$27.8K	0.68%	27
2025 Q2	$2.27M	Sell	18,335 -1,454	-7%	-$171K	0.71%	26
2025 Q1	$2.37M	Sell	19,789 -551	-3%	-$69K	0.83%	26
2024 Q4	$2.54M	Sell	20,340 -1,163	-5%	-$148K	0.84%	25
2024 Q3	$2.66M	Sell	21,503 -165	-0.8%	-$19.6K	0.93%	25
2024 Q2	$2.46M	Sell	21,668 -91	-0.4%	-$10.4K	0.91%	27
2024 Q1	$2.57M	Sell	21,759 -399	-2%	-$44.9K	1.01%	27
2023 Q4	$2.53M	Sell	22,158 -78	-0.4%	-$8.02K	2.1%	13
2023 Q3	$2.25M	Sell	22,236 -465	-2%	-$49.7K	1.13%	26
2023 Q2	$2.43M	Sell	22,701 -13,421	-37%	-$1.36M	1.16%	24
2023 Q1	$3.71M	Buy	36,122 +928	+3%	+$99.2K	1.83%	14
2022 Q4	$3.55M	Sell	35,194 -604	-2%	-$60.3K	1.91%	15
2022 Q3	$3.24M	Buy	35,798 +537	+2%	+$53.5K	1.81%	13
2022 Q2	$3.33M	Buy	35,261 +6,336	+22%	+$646K	1.6%	17
2022 Q1	$3.17M	Buy	28,925 +28	+0.1%	+$3.02K	1.43%	18
2021 Q4	$3.2M	Buy	28,897 +1,595	+6%	+$174K	1.33%	19
2021 Q3	$2.81M	Buy	27,302 +5,578	+26%	+$586K	1.24%	17
2021 Q2	$2.29M	Buy	21,724 +2,049	+10%	+$219K	1%	28
2021 Q1	$2M	Buy	19,675 +10,031	+104%	+$958K	1.02%	29
2020 Q4	$800K	Buy	+9,644	New	+$757K	0.45%	49