TRUE Private Wealth Advisors’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
Q2
Sell
-1,994
Closed -$203K 243
2021
Q1
$203K Buy
+1,994
New +$203K 0.03% 223
2018
Q4
Sell
-250
Closed -$21K 568
2018
Q3
$21K Buy
+250
New +$21K ﹤0.01% 596