Second Half Financial Partners’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
2024
Q1
Sell
2023
Q4
$707K Sell
2023
Q3
$679K Sell
2023
Q2
$827K Sell
2023
Q1
$822K Sell
2022
Q4
$922K Buy
2022
Q3
$722K Buy
2022
Q2
$700K Hold
2022
Q1
$700K Buy