BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-262
| Closed | -$27K | – | 1041 |
|
|
2021
Q4 | $27K | Buy |
+262
| New | +$27K | ﹤0.01% | 504 |
|
|
2019
Q2 | – | Sell |
-28
| Closed | -$2K | – | 751 |
|
|
2019
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 664 |
|
|
2018
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 613 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 584 |
|
|
2018
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 605 |
|