WealthOne’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
2023
Q2
Sell
-2,199
Closed -$226K 115
2023
Q1
$226K Buy
+2,199
New +$226K 0.09% 96
2021
Q4
Sell
-3,634
Closed -$374K 119
2021
Q3
$374K Buy
+3,634
New +$374K 0.14% 80