Venturi Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Venturi Wealth Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$69.1K	Hold
2024 Q3	$68.4K	Hold
2024 Q2	$62.7K	Hold
2024 Q1	$65.4K	Sell
2023 Q4	$162K	Buy