RGT 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
2017
Q2
Sell
-5,904
Closed -$438K 99
2017
Q1
$438K Hold
5,904
0.3% 43
2016
Q4
$429K Sell
5,904
-168
-3% -$12.2K 0.24% 51
2016
Q3
$403K Buy
+6,072
New +$403K 0.25% 57