American Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,419
| Closed | -$241K | – | 160 |
|
|
2025
Q2 | $241K | Sell |
2,419
-85
| -3% | -$8.03K | 0.03% | 139 |
|
|
2025
Q1 | $244K | Buy |
2,504
+127
| +5% | +$13.4K | 0.04% | 131 |
|
|
2024
Q4 | $258K | Sell |
2,377
-10
| -0.4% | -$1.11K | 0.04% | 126 |
|
|
2024
Q3 | $257K | Sell |
2,387
-315
| -12% | -$32.7K | 0.04% | 125 |
|
|
2024
Q2 | $263K | Buy |
2,702
+9
| +0.3% | +$885 | 0.04% | 124 |
|
|
2024
Q1 | $277K | Sell |
2,693
-79
| -3% | -$7.84K | 0.04% | 121 |
|
|
2023
Q4 | $286K | Sell |
2,772
-264
| -9% | -$24.1K | 0.04% | 110 |
|
|
2023
Q3 | $271K | Sell |
3,036
-334
| -10% | -$31.8K | 0.04% | 108 |
|
|
2023
Q2 | $320K | Sell |
3,370
-8,518
| -72% | -$779K | 0.05% | 97 |
|
|
2023
Q1 | $1.11M | Sell |
11,888
-390
| -3% | -$38.1K | 0.18% | 54 |
|
|
2022
Q4 | $1.12M | Sell |
12,278
-10
| -0.1% | -$921 | 0.19% | 51 |
|
|
2022
Q3 | $1.01M | Sell |
12,288
-82
| -0.7% | -$7.59K | 0.17% | 52 |
|
|
2022
Q2 | $1.1M | Sell |
12,370
-443
| -3% | -$42.5K | 0.29% | 29 |
|
|
2022
Q1 | $1.31M | Buy |
12,813
+250
| +2% | +$25.5K | 0.18% | 51 |
|
|
2021
Q4 | $1.31M | Buy |
12,563
+695
| +6% | +$72.9K | 0.17% | 51 |
|
|
2021
Q3 | $1.2M | Buy |
11,868
+472
| +4% | +$47.7K | 0.16% | 55 |
|
|
2021
Q2 | $1.2M | Buy |
11,396
+2,989
| +36% | +$312K | 0.17% | 54 |
|
|
2021
Q1 | $847K | Buy |
8,407
+517
| +7% | +$48.9K | 0.13% | 63 |
|
|
2020
Q4 | $642K | Buy |
7,890
+60
| +0.8% | +$4.36K | 0.09% | 68 |
|
|
2020
Q3 | $479K | Buy |
7,830
+26
| +0.3% | +$1.64K | 0.08% | 69 |
|
|
2020
Q2 | $480K | Sell |
7,804
-148
| -2% | -$8.3K | 0.08% | 66 |
|
|
2020
Q1 | $433K | Buy |
7,952
+54
| +0.7% | +$3.74K | 0.08% | 65 |
|
|
2019
Q4 | $593K | Sell |
7,898
-542
| -6% | -$42K | 0.1% | 54 |
|
|
2019
Q3 | $634K | Sell |
8,440
-768
| -8% | -$56.4K | 0.12% | 54 |
|
|
2019
Q2 | $684K | Buy |
9,208
+692
| +8% | +$51.3K | 0.13% | 54 |
|
|
2019
Q1 | $628K | Buy |
8,516
+1,382
| +19% | +$102K | 0.13% | 56 |
|
|
2018
Q4 | $470K | Buy |
+7,134
| New | +$529K | 0.1% | 58 |
|
Other funds holding IJS
PCIA
MWM