AWM
Aprio Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,075
| Closed | -$225K | – | 379 |
|
|
2024
Q4 | $225K | Buy |
+2,075
| New | +$225K | 0.03% | 280 |
|
|
2024
Q1 | – | Sell |
-4,001
| Closed | -$412K | – | 256 |
|
|
2023
Q4 | $412K | Buy |
4,001
+593
| +17% | +$61.1K | 0.09% | 106 |
|
|
2023
Q3 | $304K | Buy |
+3,408
| New | +$304K | 0.08% | 115 |
|