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Bellwether 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-615
| Closed | -$66.8K | – | 521 |
|
|
2024
Q4 | $66.8K | Buy |
+615
| New | +$66.8K | 0.01% | 207 |
|
|
2023
Q2 | – | Sell |
-655
| Closed | -$61.4K | – | 270 |
|
|
2023
Q1 | $61.4K | Sell |
655
-363
| -36% | -$34K | 0.02% | 177 |
|
|
2022
Q4 | $93K | Buy |
1,018
+413
| +68% | +$37.7K | 0.03% | 160 |
|
|
2022
Q3 | $49K | Sell |
605
-116
| -16% | -$9.4K | 0.02% | 163 |
|
|
2022
Q2 | $64K | Buy |
721
+8
| +1% | +$710 | 0.02% | 149 |
|
|
2022
Q1 | $73K | Buy |
713
+44
| +7% | +$4.51K | 0.02% | 171 |
|
|
2021
Q4 | $69K | Hold |
669
| – | – | 0.02% | 177 |
|
|
2021
Q3 | $68K | Sell |
669
-36
| -5% | -$3.66K | 0.02% | 189 |
|
|
2021
Q2 | $74K | Buy |
705
+79
| +13% | +$8.29K | 0.03% | 164 |
|
|
2021
Q1 | $63K | Buy |
626
+127
| +25% | +$12.8K | 0.02% | 158 |
|
|
2020
Q4 | $40K | Buy |
+499
| New | +$40K | 0.02% | 172 |
|