AWM
Atticus 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
Q2 | $35.6K | Buy |
358
+2
| +0.6% | +$199 | 0.01% | 351 |
|
|
2025
Q1 | $34.7K | Buy |
356
+1
| +0.3% | +$98 | 0.01% | 265 |
|
|
2024
Q4 | $38.6K | Buy |
355
+2
| +0.6% | +$217 | 0.01% | 265 |
|
|
2024
Q3 | $38.1K | Buy |
353
+1
| +0.3% | +$108 | 0.01% | 266 |
|
|
2024
Q2 | $34.2K | Buy |
352
+2
| +0.6% | +$194 | 0.01% | 265 |
|
|
2024
Q1 | $36K | Buy |
350
+1
| +0.3% | +$103 | 0.01% | 275 |
|
|
2023
Q4 | $35.9K | Buy |
349
+3
| +0.9% | +$309 | 0.01% | 271 |
|
|
2023
Q3 | $30.9K | Hold |
346
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $32.9K | Buy |
346
+2
| +0.6% | +$190 | 0.01% | 296 |
|
|
2023
Q1 | $32.2K | Buy |
344
+1
| +0.3% | +$94 | 0.01% | 287 |
|
|
2022
Q4 | $31.3K | Buy |
+343
| New | +$31.3K | 0.01% | 292 |
|
|
2022
Q3 | – | Sell |
-340
| Closed | -$30K | – | 588 |
|
|
2022
Q2 | $30K | Buy |
340
+1
| +0.3% | +$88 | 0.01% | 310 |
|
|
2022
Q1 | $35K | Buy |
339
+1
| +0.3% | +$103 | 0.01% | 280 |
|
|
2021
Q4 | $35K | Buy |
338
+3
| +0.9% | +$311 | 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 | Buy |
333
+166
| +99% | +$13.5K | 0.01% | 247 |
|
|
2020
Q3 | $20K | Buy |
167
+1
| +0.6% | +$120 | 0.01% | 222 |
|
|
2020
Q2 | $20K | Buy |
166
+2
| +1% | +$241 | 0.01% | 211 |
|
|
2020
Q1 | $16K | Hold |
164
| – | – | 0.01% | 213 |
|
|
2019
Q4 | $26K | Buy |
+164
| New | +$26K | 0.02% | 207 |
|