Selective 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
2022
Q4
Sell
-220
Closed -$20K 408
2022
Q3
$20K Hold
220
0.01% 425
2022
Q2
$21K Buy
+220
New +$21K 0.01% 455
2021
Q1
Sell
-60
Closed -$5K 402
2020
Q4
$5K Buy
+60
New +$5K ﹤0.01% 290