Avidian Wealth Enterprises’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
Q2 | $3.71M | Sell |
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|
2025
Q1 | $3.77M | Sell |
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|
2024
Q4 | $4.35M | Sell |
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|
2024
Q3 | $4.45M | Sell |
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|
2024
Q2 | $4.26M | Sell |
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|
2024
Q1 | $4.67M | Sell |
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|
2023
Q4 | $5.07M | Sell |
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|
2023
Q3 | $5.56M | Buy |
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|
2023
Q2 | $5.62M | Buy |
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|
2023
Q1 | $5.03M | Buy |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $527K | Sell |
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|
2021
Q1 | $609K | Sell |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $223K | Buy |
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