WA
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Wambolt & Associates’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Wambolt & Associates’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,689
Closed -$271K – 264
2022
Q4 		$271K Buy
+2,689
New +$271K 0.1% 198