Boston Family Office’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Hold |
2,453
| – | – | 0.02% | 261 |
|
2025
Q1 | $239K | Sell |
2,453
-337
| -12% | -$32.8K | 0.02% | 258 |
|
2024
Q4 | $303K | Sell |
2,790
-482
| -15% | -$52.3K | 0.02% | 234 |
|
2024
Q3 | $352K | Hold |
3,272
| – | – | 0.02% | 224 |
|
2024
Q2 | $318K | Sell |
3,272
-1,312
| -29% | -$128K | 0.02% | 217 |
|
2024
Q1 | $471K | Sell |
4,584
-673
| -13% | -$69.2K | 0.03% | 197 |
|
2023
Q4 | $542K | Sell |
5,257
-600
| -10% | -$61.9K | 0.04% | 183 |
|
2023
Q3 | $523K | Sell |
5,857
-1,308
| -18% | -$117K | 0.04% | 178 |
|
2023
Q2 | $682K | Hold |
7,165
| – | – | 0.05% | 170 |
|
2023
Q1 | $670K | Sell |
7,165
-1,943
| -21% | -$182K | 0.05% | 171 |
|
2022
Q4 | $832K | Hold |
9,108
| – | – | 0.07% | 161 |
|
2022
Q3 | $750K | Sell |
9,108
-1,267
| -12% | -$104K | 0.07% | 166 |
|
2022
Q2 | $924K | Buy |
10,375
+7,600
| +274% | +$677K | 0.08% | 151 |
|
2022
Q1 | $284K | Hold |
2,775
| – | – | 0.02% | 250 |
|
2021
Q4 | $290K | Buy |
+2,775
| New | +$290K | 0.02% | 250 |
|