Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Hold |
|
|||||
|
2025
Q2 | $243K | Sell |
|
|||||
|
2025
Q1 | $265K | Hold |
|
|||||
|
2024
Q4 | $296K | Hold |
|
|||||
|
2024
Q3 | $293K | Sell |
|
|||||
|
2024
Q2 | $291K | Hold |
|
|||||
|
2024
Q1 | $307K | Sell |
|
|||||
|
2023
Q4 | $409K | Sell |
|
|||||
|
2023
Q3 | $570K | Sell |
|
|||||
|
2023
Q2 | $740K | Sell |
|
|||||
|
2023
Q1 | $907K | Sell |
|
|||||
|
2022
Q4 | $953K | Sell |
|
|||||
|
2022
Q3 | $886K | Buy |
|
|||||
|
2022
Q2 | $853K | Buy |
|
|||||
|
2022
Q1 | $159K | Sell |
|
|||||
|
2021
Q4 | $321K | Hold |
|
|||||
|
2021
Q3 | $312K | Sell |
|
|||||
|
2021
Q2 | $334K | Sell |
|
|||||
|
2021
Q1 | $358K | Buy |
|