Wealth Preservation 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
2025
Q2
$306K Sell
2,479
-10
-0.4% -$1.24K 0.19% 66
2025
Q1
$298K Buy
+2,489
New +$298K 0.21% 61