Partners 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	$505K	Hold	4,205	–	–	0.57%	49
2025 Q1	$503K	Hold	4,205	–	–	0.57%	50
2024 Q4	$525K	Buy	+4,205	New	+$525K	0.6%	49