BWM
BKM 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
Q2 | $3.92M | Buy |
39,418
+416
| +1% | +$41.4K | 1.53% | 16 |
|
|
2025
Q1 | $3.8M | Sell |
39,002
-342
| -0.9% | -$33.3K | 1.57% | 14 |
|
|
2024
Q4 | $4.27M | Sell |
39,344
-467
| -1% | -$50.7K | 1.75% | 10 |
|
|
2024
Q3 | $4.29M | Sell |
39,811
-28
| -0.1% | -$3.02K | 1.74% | 10 |
|
|
2024
Q2 | $3.88M | Buy |
39,839
+2,143
| +6% | +$208K | 1.86% | 14 |
|
|
2024
Q1 | $3.87M | Buy |
37,696
+1,290
| +4% | +$133K | 1.67% | 12 |
|
|
2023
Q4 | $3.75M | Buy |
+36,406
| New | +$3.75M | 1.6% | 12 |
|