Beam 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
2023
Q2
Sell
2023
Q1
$757K Sell
2022
Q4
$765K Buy
2021
Q3
Sell
2021
Q2
$1.17M Sell
2021
Q1
$1.13M Sell
2020
Q4
$916K Buy
2020
Q2
Sell
2020
Q1
$1.37M Buy
2019
Q4
$953K Buy