Sowell Financial Services’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
2026 Q1	$2.02M	Sell	15,270 -65	-0.4%	-$8.9K	0.07%	282
2025 Q4	$2.02M	Buy	15,335 +2,108	+16%	+$274K	0.07%	274
2025 Q3	$1.72M	Buy	13,227 +1,402	+12%	+$180K	0.07%	317
2025 Q2	$1.46M	Buy	11,825 +1,350	+13%	+$159K	0.06%	329
2025 Q1	$1.25M	Buy	+10,475	New	+$1.31M	0.06%	329
2023 Q2	–	Sell	-18,007	Closed	-$1.85M	–	676
2023 Q1	$1.85M	Buy	+18,007	New	+$1.92M	0.14%	170
2021 Q3	–	Sell	-16,458	Closed	-$1.73M	–	516
2021 Q2	$1.73M	Sell	16,458 -3,272	-17%	-$349K	0.11%	204
2021 Q1	$2.15M	Buy	19,730 +18,707	+1,829%	+$1.79M	0.07%	228
2020 Q4	$88K	Sell	1,023 -649	-39%	-$50.9K	﹤0.01%	1201
2020 Q3	$113K	Hold	1,672	–	–	0.01%	933
2020 Q2	$111K	Sell	1,672 -876	-34%	-$54.9K	0.01%	931
2020 Q1	$140K	Sell	2,548 -744	-23%	-$55.9K	0.01%	754
2019 Q4	$281K	Buy	3,292 +668	+25%	+$54.9K	0.02%	606
2019 Q3	$210K	Buy	+2,624	New	+$207K	0.02%	627
2018 Q1	–	Sell	-2,840	Closed	-$231K	–	287
2017 Q4	$231K	Buy	+2,840	New	+$222K	0.06%	228
2017 Q1	–	Sell	-5,070	Closed	-$383K	–	409
2016 Q4	$383K	Buy	+5,070	New	+$351K	0.13%	139