BPWA
Beacon Pointe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.43M | Buy |
8,883
+132
| +2% | +$21.2K | 0.26% | 82 |
|
|
2019
Q3 | $1.31M | Sell |
8,751
-91
| -1% | -$13.7K | 0.28% | 78 |
|
|
2019
Q2 | $1.31M | Buy |
8,842
+29
| +0.3% | +$4.3K | 0.28% | 78 |
|
|
2019
Q1 | $1.3M | Buy |
8,813
+1,493
| +20% | +$220K | 0.3% | 72 |
|
|
2018
Q4 | $965K | Buy |
+7,320
| New | +$965K | 0.35% | 72 |
|