Anchor Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
6,114
-50
| -0.8% | -$4.98K | 0.05% | 240 |
|
|
2025
Q1 | $601K | Hold |
6,164
| – | – | 0.06% | 235 |
|
|
2024
Q4 | $669K | Hold |
6,164
| – | – | 0.06% | 222 |
|
|
2024
Q3 | $664K | Buy |
6,164
+1,994
| +48% | +$215K | 0.06% | 228 |
|
|
2024
Q2 | $406K | Sell |
4,170
-1,415
| -25% | -$138K | 0.04% | 259 |
|
|
2024
Q1 | $574K | Hold |
5,585
| – | – | 0.06% | 226 |
|
|
2023
Q4 | $576K | Hold |
5,585
| – | – | 0.07% | 219 |
|
|
2023
Q3 | $498K | Buy |
5,585
+3,148
| +129% | +$281K | 0.07% | 227 |
|
|
2023
Q2 | $232K | Hold |
2,437
| – | – | 0.03% | 314 |
|
|
2023
Q1 | $228K | Sell |
2,437
-24
| -1% | -$2.25K | 0.03% | 323 |
|
|
2022
Q4 | $225K | Hold |
2,461
| – | – | 0.03% | 320 |
|
|
2022
Q3 | $203K | Buy |
2,461
+143
| +6% | +$11.8K | 0.03% | 338 |
|
|
2022
Q2 | $206K | Hold |
2,318
| – | – | 0.03% | 343 |
|
|
2022
Q1 | $237K | Sell |
2,318
-95
| -4% | -$9.73K | 0.03% | 353 |
|
|
2021
Q4 | $252K | Buy |
2,413
+20
| +0.8% | +$2.09K | 0.03% | 349 |
|
|
2021
Q3 | $241K | Buy |
2,393
+105
| +5% | +$10.6K | 0.03% | 327 |
|
|
2021
Q2 | $241K | Buy |
2,288
+346
| +18% | +$36.5K | 0.03% | 334 |
|
|
2021
Q1 | $196K | Buy |
+1,942
| New | +$196K | 0.03% | 349 |
|