Paragon Private 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
2025 Q2	$200K	Buy	+1,620	New	+$200K	0.08%	190
2025 Q1	–	Sell	-1,620	Closed	-$202K	–	185
2024 Q4	$202K	Hold	1,620	–	–	0.09%	164
2024 Q3	$200K	Buy	+1,620	New	+$200K	0.1%	161