WealthPLAN Partners’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 Q3	–	Sell	-1,403	Closed	-$150K	–	696
2023 Q2	$150K	Buy	1,403 +101	+8%	+$10.8K	0.02%	333
2023 Q1	$134K	Buy	+1,302	New	+$134K	0.02%	369
2016 Q3	$3.55K	Sell	54 -2,194	-98%	-$144K	﹤0.01%	779
2016 Q2	$3.6K	Buy	+2,248	New	+$3.6K	﹤0.01%	2090