B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $8.1M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $2.27M | Sell |
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|
2023
Q1 | $2.84M | Sell |
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|
2022
Q4 | $3.75M | Buy |
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|
2022
Q3 | $3.04M | Sell |
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|
2022
Q2 | $6.31M | Buy |
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|
2022
Q1 | $3.87M | Buy |
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|
2021
Q4 | $3.75M | Buy |
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|
2021
Q3 | $3.66M | Sell |
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|
2021
Q2 | $8.75M | Buy |
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|
2021
Q1 | $3.28M | Buy |
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|
2020
Q4 | $2.2M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.92M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $220K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $117 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $145K | Buy |
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