Soundmark 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
2021
Q4
Sell
-5,707
Closed -$588K 64
2021
Q3
$588K Hold
5,707
0.21% 42
2021
Q2
$599K Buy
5,707
+6
+0.1% +$630 0.25% 37
2021
Q1
$582K Hold
5,701
0.32% 37
2020
Q4
$492K Buy
+5,701
New +$492K 0.31% 34