Shepherd Financial Partners’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
Q1
Sell
-1,809
Closed -$200K 167
2021
Q4
$200K Buy
+1,809
New +$200K 0.03% 152