Beaird Harris 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
Q2 | $583K | Sell |
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|
2025
Q1 | $579K | Sell |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $631K | Buy |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $569K | Sell |
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|
2023
Q1 | $575K | Buy |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $542K | Sell |
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|
2022
Q1 | $636K | Buy |
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|
2021
Q4 | $589K | Buy |
|