Waypoint Capital 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
2024
Q3
$322K Hold
2,608
0.07% 102
2024
Q2
$296K Hold
2,608
0.07% 105
2024
Q1
$309K Hold
2,608
0.08% 102
2023
Q4
$297K Buy
2,608
+550
+27% +$62.7K 0.09% 100
2023
Q3
$208K Buy
+2,058
New +$208K 0.07% 113