Synergy Asset 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
2025 Q1	–	Sell	-136	Closed	-$16.8K	–	431
2024 Q4	$16.8K	Buy	+136	New	+$16.8K	﹤0.01%	388
2024 Q3	–	Sell	-10,729	Closed	-$1.22M	–	155
2024 Q2	$1.22M	Buy	+10,729	New	+$1.22M	0.19%	75