BHWM
Beaird Harris 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
Q1 | $579K | Sell |
5,944
-24
| -0.4% | -$2.34K | 0.05% | 76 |
|
|
2024
Q4 | $648K | Buy |
5,968
+109
| +2% | +$11.8K | 0.06% | 75 |
|
|
2024
Q3 | $631K | Buy |
5,859
+79
| +1% | +$8.51K | 0.06% | 76 |
|
|
2024
Q2 | $562K | Sell |
5,780
-202
| -3% | -$19.7K | 0.05% | 73 |
|
|
2024
Q1 | $615K | Buy |
5,982
+1
| +0% | +$103 | 0.06% | 66 |
|
|
2023
Q4 | $616K | Buy |
5,981
+3
| +0.1% | +$309 | 0.06% | 56 |
|
|
2023
Q3 | $533K | Sell |
5,978
-2
| -0% | -$178 | 0.06% | 57 |
|
|
2023
Q2 | $569K | Sell |
5,980
-159
| -3% | -$15.1K | 0.07% | 53 |
|
|
2023
Q1 | $575K | Buy |
6,139
+2
| +0% | +$187 | 0.1% | 49 |
|
|
2022
Q4 | $560K | Buy |
6,137
+13
| +0.2% | +$1.19K | 0.1% | 48 |
|
|
2022
Q3 | $505K | Buy |
6,124
+38
| +0.6% | +$3.13K | 0.11% | 53 |
|
|
2022
Q2 | $542K | Sell |
6,086
-128
| -2% | -$11.4K | 0.15% | 47 |
|
|
2022
Q1 | $636K | Buy |
6,214
+581
| +10% | +$59.5K | 0.23% | 43 |
|
|
2021
Q4 | $589K | Buy |
+5,633
| New | +$589K | 0.22% | 61 |
|