Peterson Wealth Advisors’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
2018
Q3
Sell
-2,674
Closed -$217K 45
2018
Q2
$217K Sell
2,674
-314
-11% -$25.5K 0.18% 39
2018
Q1
$231K Sell
2,988
-686
-19% -$53K 0.19% 42
2017
Q4
$294K Buy
+3,674
New +$294K 0.27% 38