Summit Financial’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
2025
Q2
$877K Buy
7,096
+5,181
+271% +$640K 0.02% 434
2025
Q1
$229K Buy
+1,915
New +$229K 0.01% 665