West Branch Capital’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 Q1	–	Sell	-363	Closed	-$41.4K	–	432
2023 Q4	$41.4K	Buy	363 +4	+1%	+$456	0.02%	166
2023 Q3	$36.3K	Hold	359	–	–	0.02%	181
2023 Q2	$38.5K	Buy	+359	New	+$38.5K	0.02%	183