BHIA
Birch Hill Investment 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
Q2 | $2.88M | Sell |
28,927
-8,338
| -22% | -$830K | 0.13% | 72 |
|
|
2025
Q1 | $3.63M | Sell |
37,265
-3,092
| -8% | -$301K | 0.17% | 65 |
|
|
2024
Q4 | $4.38M | Buy |
40,357
+2,688
| +7% | +$292K | 0.2% | 66 |
|
|
2024
Q3 | $4.06M | Buy |
37,669
+5,858
| +18% | +$631K | 0.19% | 68 |
|
|
2024
Q2 | $3.09M | Buy |
31,811
+3,115
| +11% | +$303K | 0.15% | 70 |
|
|
2024
Q1 | $2.95M | Buy |
28,696
+15,485
| +117% | +$1.59M | 0.14% | 74 |
|
|
2023
Q4 | $1.36M | Buy |
13,211
+2,025
| +18% | +$209K | 0.07% | 90 |
|
|
2023
Q3 | $998K | Sell |
11,186
-714
| -6% | -$63.7K | 0.06% | 96 |
|
|
2023
Q2 | $1.13M | Buy |
11,900
+1,680
| +16% | +$160K | 0.06% | 90 |
|
|
2023
Q1 | $956K | Buy |
10,220
+2,735
| +37% | +$256K | 0.06% | 99 |
|
|
2022
Q4 | $683K | Buy |
+7,485
| New | +$683K | 0.04% | 106 |
|