Whalen Wealth Management’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	$372K	Sell	3,012 -53,562	-95%	-$6.62M	0.23%	122
2025 Q1	$6.77M	Buy	+56,574	New	+$6.77M	4.52%	4