Atticus Wealth Management’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	-358	Closed	-$35.6K	–	400
2025 Q2	$35.6K	Buy	358 +2	+0.6%	+$189	0.01%	352
2025 Q1	$34.7K	Buy	356 +1	+0.3%	+$106	0.01%	265
2024 Q4	$38.6K	Buy	355 +2	+0.6%	+$222	0.01%	266
2024 Q3	$38.1K	Buy	353 +1	+0.3%	+$104	0.01%	266
2024 Q2	$34.2K	Buy	352 +2	+0.6%	+$197	0.01%	266
2024 Q1	$36K	Buy	350 +1	+0.3%	+$99	0.01%	275
2023 Q4	$35.9K	Buy	349 +3	+0.9%	+$273	0.01%	271
2023 Q3	$30.9K	Hold	346	–	–	0.01%	295
2023 Q2	$32.9K	Buy	346 +2	+0.6%	+$183	0.01%	296
2023 Q1	$32.2K	Buy	344 +1	+0.3%	+$98	0.01%	287
2022 Q4	$31.3K	Buy	+343	New	+$31.6K	0.01%	292
2022 Q3	–	Sell	-340	Closed	-$30K	–	588
2022 Q2	$30K	Buy	340 +1	+0.3%	+$96	0.01%	310
2022 Q1	$35K	Buy	339 +1	+0.3%	+$102	0.01%	280
2021 Q4	$35K	Buy	338 +3	+0.9%	+$314	0.01%	266
2021 Q3	$34K	Hold	335	–	–	0.01%	274
2021 Q2	$35K	Buy	335 +2	+0.6%	+$209	0.02%	257
2021 Q1	$34K	Hold	333	–	–	0.02%	238
2020 Q4	$27K	Sell	333 -1	-0.3%	-$73	0.01%	247
2020 Q3	$20K	Buy	334 +2	+0.6%	+$126	0.01%	222
2020 Q2	$20K	Buy	332 +4	+1%	+$224	0.01%	211
2020 Q1	$16K	Hold	328	–	–	0.01%	213
2019 Q4	$26K	Buy	+328	New	+$25.4K	0.02%	207